$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.