Overview

Advisor Listing - $280MM+ AUM Seller/Merge Opportunity in Annapolis, MD. We are a 100% Fee Only Firm looking to merge with another Fee Only firm in the U.S.

We custody our assets through Schwab. We actively manage portfolios of stocks, bonds, and sector ETFs. We do not use mutual funds and will not consider the use of DFA Funds. We specialize in ESG/Charitable Planning. Our trading platform is Orion and our CRM is Salesforce.

[If you are not a 100% Fee Only firm, please do not inquire.]

Last Activity
this month
Listing Age
1,987 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...