$300MM AUM | $2.2MM GDC in Annapolis, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Annapolis, MD, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$2,200,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

I am an Advisor and run a Branch with 7 other advisors in the group. We have 2 office locations, one in Annapolis and one in Bethesda. We are looking for advisors to join our group and or to buy books of business. We have done succession planning and buy outs.

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