$500MM AUM in Gaithersburg, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Gaithersburg, MD, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
# of Accounts
300
Avg Client Age
55
Overview

I built and own a boutique independent fee based Wealth Management Firm and 401(k) Advisory Firm and I am interested in acquiring similar firms located in the metro DC area. I have been in the business for over 28 years and interested in acquisition and or merger opportunities.

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