$55MM AUM | $500,000 GDC in Ellicott City, MD

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Location
Ellicott City, MD, US
Listing Type
Merge | Continuity | Buyer
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
500
Avg Client Age
65
Overview

$55,000,000 AUM, as part of a team that manages writes almost $3M in GDC per year. We have three older veteran advisors. Currently have an office in Ellicott City, MD and Rehobeth, MD. Will probably open another office in the Baltimore area. We do have open office space. We are an independent team, meaning we control our location, office staff. We are at our firms top payout level.

Looking for opportunities to purchase, add advisors, and help advisors with succession planning immediately or over time.

We are about 80% plus all fee based, managed money.

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