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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...