Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Baltimore, MD, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
500
Avg Client Age
45
Overview

We manage approximately $200MM AUM through a hybrid of local executives, corporate retirement and benefits, retail clients, and professional athletes. We focus on comprehensive planning, money management, and a client-first-approach. Our firm has infrastructure in place for Advisors looking to continue their practice in a fun team atmosphere and those Advisors looking to sell and transition their business.

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