$2,500B AUM | $7.1B GDC in Baltimore, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
339 days old
General
Location
Baltimore, MD, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$2,500,000,000,000.00
Gross Revenue
$7,100,000,000.00
# of Accounts
6,500
Avg Client Age
60
Overview

Looking to acquire a book of business from an advisor exiting his/her practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...