$1,800MM AUM | $15MM GDC in Columbia, MD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Successor
Location
Columbia, MD, US
Fee 0% Commission 100%
$15,000,000
Gross Revenue
5,028
# of Accounts
61
Avg Client Age
Overview

Pinnacle Advisory Group is one of the leading wealth management firms in the country. We are in the business of serving our clients with comprehensive financial planning and investment management. Using our extensive resources we also offer continuity and succession planning solutions for other advisors. We support the independent RIA model and the freedom for independents to work as long as they are willing knowing their clients will be cared for in the event of death or disability. We would be happy to entertain a conversation with other fee-only or fee-based independent RIAs between $10 million and $300 million.

Extended Profile Information

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