$250MM AUM | $1.3MM GDC in Baltimore, MD

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
607 days old
General
Location
Baltimore, MD, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
800
Avg Client Age
45
Overview

WPG Financial Group is an independent advisory firm that is interested in acquisition and merge opportunities. Learn more about us at ___

Our mission is to simplify the complicated, and provide our clients with financial peace of mind.

People choose WPG because we care. We understand the complexity of their situations, and are well-positioned to provide highly tailored solutions to meet their individual needs. New clients come to us because they desire the resources and capabilities of a large firm, but the personalized attention that can only come from a small firm atmosphere. They stay because we build a financial partnership based on transparency, on-going dialogue, new ideas, and informed decisions dedicated to their needs and goals.

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