$700MM AUM | $6.5MM GDC in Annapolis, MD

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Annapolis, MD, US
Fee 0% Commission 100%
Gross Revenue
$6,500,000.00
# of Accounts
3,500
Avg Client Age
50
Overview

Substantial Annapolis-based hybrid practice in growth-mode. Have significant capacity to acquire book(s) from those looking for retirement transition and/or would consider rolling in solo- or small-team practices who may be looking for economies of scale and backoffice/marketing support.

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