$300MM AUM | $2.1MM GDC in Hunt Valley, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Hunt Valley, MD, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,100,000.00
# of Accounts
750
Avg Client Age
59
Overview

We are looking to buy practices; we'd like to talk with financial advisors who are looking to merge with a powerful team and/or are looking to retire. We are open to practices in Annapolis; Baltimore City; Baltimore County; Bel Air; and Westminster.

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