$624MM AUM | $2.8MM GDC in Columbia, MD

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Columbia, MD, US
Fee 0% Commission 100%
Gross Revenue
$2,752,000
# of Accounts
1,900
Avg Client Age
65
Overview

We are an independent financial advisory practice that focuses on retirement income planning and wealth management. We are looking to grow our practice through the acquisition of other advisory practices in our region.

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