$20MM AUM | $280,000 GDC in Hunt Valley, MD

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Hunt Valley, MD, US
Fee 0% Commission 100%
Gross Revenue
$280,000.00
# of Accounts
350
Avg Client Age
59
Overview

We have a financial/retirement planning practice for both business and individuals. We're looking to expand both through new client acquisition as well as potential practice acquisition.

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