$50MM AUM | $500,000 GDC in Hunt Valley, MD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Hunt Valley, MD, US
Fee 0% Commission 100%
Gross Revenue
$500,000
# of Accounts
300
Avg Client Age
55
Overview

A 3 member team providing a comprehensive approach to wealth management with an investment strategy based on relative strength and quantitative analysis. Currently 50 million in assets 60% fee based, 10% (and growing)insurance, 30% commission and mutual funds.

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