$190MM AUM | $400,000 GDC in Takoma Park, MD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Takoma Park, MD, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
40
Avg Client Age
55
Overview

QP Consulting, LLC is an SEC registered advisory firm specializing in qualified retirement plans. We are looking for advisors that are looking to exit the qualified plan space who might have a few plans or we would like to acquire a firm with Principals who are nearing retirement.

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