$60MM AUM | $500,000 GDC in Hunt Valley, MD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Hunt Valley , MD, US
Fee 0% Commission 100%
$500,000
Gross Revenue
200
# of Accounts
50
Avg Client Age
Overview

I am a CFP professional who offers comprehensive financial planning to high net worth individuals, business owners and retirees. We are looking to grow our existing business organically and by acquisition.

Extended Profile Information

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