$2MM AUM in Rockville, MD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Rockville, MD, US
Fee 0% Commission 100%
# of Accounts
4
Avg Client Age
55
Overview

Full service wealth management and financial planning firm looking to acquire or merge in other firms.

Extended Profile Information

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