Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Linthicum, MD, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$400,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
1,800
Avg Client Age
58
Overview

We are a Maryland Registered Investment Advisor which manages approximately $300MM in assets, and we are looking for continuity solutions and acquisition opportunities for our firm. Continuity solutions would include bringing in a Junior Advisor or firm with younger advisors. We have an in house tax practice and could incorporate a tax preparing professional. We are open to an outright purchase or a merger to our "brand". Not open to switching broker dealers or moving to an RIA only platform at this time.

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