$180MM AUM | $1.9MM GDC in Annapolis, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
408 days old
General
Location
Annapolis, MD, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$1,855,000.00
# of Accounts
550
Avg Client Age
62
Overview

We are looking to purchase practices and provide succession for advisors transitioning out of the business (2-5 years). We are a strong and growing 5-person, multigenerational team with over 40 years of experience. We have the scale and capacity to provide exceptional service to many more clients for the next 40 years. Our wire house has the ability to pay you twice—once signing with the firm, and again as a retirement income stream over 5 years. Please reach out with questions.

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