$7MM AUM | $70,000 GDC in Annapolis, MD

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
435 days old
General
Listing Type
Buyer | Continuity
Location
Annapolis, MD, US
Fee 0% Commission 100%
Gross Revenue
$70,000.00
# of Accounts
37
Avg Client Age
55
Overview

We are a very young firm looking to expand. We provide excellent service and advice to our existing clients. We are seeking an opportunity to add more quality business to our existing client base.

Seeking: 5 to 7 million in assets owned by wonderful people.

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