$130MM AUM | $900,000 GDC in Elkridge, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Elkridge, MD, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
150
Avg Client Age
52
Overview

3x Advisor team
Financial planning base
2x CFPs
1x ChFC
1x CDFA
Mostly wrap, some annuities, some annuities, some alternatives, etc

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