$20MM AUM | $185,000 GDC in Bethesda, MD

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Bethesda, MD, US
Fee 0% Commission 100%
Gross Revenue
$185,000.00
# of Accounts
20
Avg Client Age
40
Overview

Serving HNW investors with a focus on diversified asset allocation portfolios.

Also manage a proprietary, in-house equity strategy via separately managed account.

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