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

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Location
Columbia, MD, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,752,000.00
# 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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