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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Bethesda, MD, US
Fee 0% Commission 100%
$1,000,000
Gross Revenue
400
# of Accounts
50
Avg Client Age
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.

Extended Profile Information

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