$60MM AUM | $550,000 GDC in Owings Mills, MD

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Owings Mills , MD, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
450
Avg Client Age
60
Overview

we are a Large Estate Planning Firm. $230,000,000 Fixed index Annuities
$15,000,000 VA $60,000,000 AUM looking to grow our AUM business

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