$105MM AUM | $125 GDC in Washington Dc, DC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
796 days old
General
Location
Washington Dc, DC, US
Listing Type
Seller
Fee 0% Commission 100%
AUM
$105,000,000.00
Gross Revenue
$125.00
# of Accounts
45
Avg Client Age
55
Overview

I recently retired as managing partner of Jones, Maresca & McQuade, a certified public accounting firm located in Washington DC. I began Columbia Financial Advisors LLC in around 1995, and have continued to provide this service to certain tax clients. I am looking to for new opportunities and I am Interested in placing my clients with a capable successor.

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