$12MM AUM | $225,000 GDC in Bethesda, MD

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Join A Practice
Location
Bethesda, MD, US
Fee 0% Commission 100%
Gross Revenue
$225,000.00
# of Accounts
55
Avg Client Age
45
Overview

Wealthcare Financial Group, Inc. is a retirement planning and investment advisory firm located in Bethesda, Maryland. As a Registered Investment Advisor, we are focused on growing our firm and interested in finding firms that represents the right fit and are interested in selling, or looking for an appropriate successor/succession solution. We look forward to speaking with you!

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