$40MM AUM | $320,000 GDC in Baltimore, MD

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Baltimore, MD, US
Listing Type
Seller | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$320,000.00
# of Accounts
200
Avg Client Age
64
Overview

Predominately fee based, 42 Million in AUM on 200 clients.

Financial planning, and investment management on a discretionary basis.

This is a fee based RIA with no Broker/Dealer affiliation.

Designing equity and fixed income portfolios for the clients.

The bulk of the client base is in Maryland, and some clients are in South Carolina and Florida.

The time horizon for succession is 5 years, and would consider signing a business continuity arrangement with the advisor who wants to purchase the practice.

The buyer could pay for the firm over three years.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...