Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Baltimore, MD, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$500,000.00
# of Accounts
220
Avg Client Age
60
Overview

Located at the World Trade Center in Baltimore. Looking to add advisors or purchase.

Affiliated with FiNET Wells Fargo's independent Advisor Channel. Large team with 7 producing Advisors and two registered assistants. We are looking to acquire advisors that are looking for a succession plan, or for Advisors that want to join a larger group. We have discretion for our clients that prefer that. Mostly fee based managed money.

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