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

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
434 days old
General
Compatibility
Location
Baltimore, MD, US
Listing 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

At our firm, relationships are built on trust and our planning is strategic and personalized. Unlike many financial services firms, we don’t manufacture proprietary products or push one way of thinking. We’re not looking for quick transactions; we take a long term, proactive approach to your financial strength and success.
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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