$4,000MM AUM | $6MM GDC in Bethesda, MD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Bethesda, MD, US
Fee 0% Commission 100%
$6,000,000
Gross Revenue
150
# of Accounts
55
Avg Client Age
Overview

We have a team that focuses on both institutional and individual investment advisory. 100% fee based using outside investment managers and funds. Group has consistently been ranked in Barrons as a top advisor. Over $4 billion in assets. As we have a multi-generational (Not related) team, we would like to broaden our business with more individual clients for long-term succession planning

Extended Profile Information

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