$180MM AUM | $1.3MM GDC in Pikesville, MD

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Pikesville, MD, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
600
Avg Client Age
65
Overview

We are a comprehensive financial planning and wealth management firm with a focus on retirement planning. Looking to expand our business via practice acquisition and merger of qualified professionals.

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