$400MM AUM in Gaithersburg, MD

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Gaithersburg, MD, US
Fee 0% Commission 100%
# of Accounts
150
Avg Client Age
55
Overview

I built and own a boutique independent fee based Wealth Management Firm and I am interested in acquiring similar firms located in the metro DC area, Philadelphia, and possibly Wellington, FL. I have been in the business for over 25 years and have never considered growth by acquisition, but have decided to explore this avenue of growth.

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