$69MM AUM | $1.2MM GDC in Rockville, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Rockville, MD, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$69,721,500.00
Gross Revenue
$1,190,000.00
# of Accounts
37
Avg Client Age
62
Overview

We specialize in comprehensive financial planning. We conduct our own proprietary research. We have acquired over 14 practices and are interested in meeting owners who need experienced successors and experienced buyers.

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