$4MM AUM | $62,000 GDC in Glen Burnie, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Glen Burnie, MD, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$62,000.00
# of Accounts
52
Avg Client Age
53
Overview

Registered investment advisor offering independent financial and investment advisory solutions that are designed and customized for individuals and organizations. We focus on the three main areas of investment practices: risk management, wealth management, and estate & distribution planning.

The goal of the Advisor is to achieve attractive rates of return over the long term while experiencing substantially less downside risk then typically experienced by an equity portfolio.

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