$30MM AUM | $170,000 GDC in Hagerstown, MD

Market
Advisor/RIA
Member Level
Lite
Last Activity
within 2 months
General
Location
Hagerstown, MD, US
Profile Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$170,000.00
# of Accounts
380
Avg Client Age
55
Overview

Mostly commission based, 1/3rd mutual funds, 1/3rd variable annuities and the remainder is alternatives.

The bulk of the client base is located in Maryland, some in Colorado, Ohio, Nebraska, Florida, Pennsylvania and West Virginia.

A merger/succession is a possibility or potential outright sale.

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