Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
696 days old
General
Location
Hanover, MD, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$2,200,000.00
# of Accounts
350
Avg Client Age
65
Overview

Advisor Listing - RIA Merge Opportunity in Hanover, MD.

We are looking for like minded advisors to work under our RIA and provide your clients with Financial Planning Services, as well as Tax Preparation and Tax Planning and Estate Planning. We provide our own money management platform as well as a third party.

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