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Financial Advisor

$125MM AUM | $1MM GDC in Bethesda, MD

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Bethesda, MD, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
400
Avg Client Age
50

Overview

We are a multi-generational wealth planning team that offers a family office feel with back firm backing. We work closely with accountants and estate attorney's to compliment our skills, including members of the team with the CFP(R), CIMA(R), AIF(R) designations. We take a wealth planning approach and work on an advisory basis for our clients.

 
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