Market
RIA
Member Level
Chalice
Last Activity
within 3 months
General
Location
Bethesda, MD, US
Profile Type
Buyer | Merge | Find Successor
Business Type
Registered Investment Advisor
AUM
$110,000,000.00
Gross Revenue
$650,000.00
# of Accounts
200
Avg Client Age
50
Overview

We are a Bethesda MD based RIA offering services to high net worth individuals, foundations and charitable trusts. We have one advisor and 2 back office personnel.

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