Market
RIA
Member Level
Premier
Last Activity
today
General
Location
Bethesda, MD, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$185,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
173
Avg Client Age
55
Overview

Wealth Management and Portfolio Management Firm seeking to acquire an RIA.

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