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Financial Advisor   

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

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Bethesda, MD, US
12 Month Gross Revenue
$6,000,000
Number of Accounts
150
Avg Client Age
55

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

 
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