Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
467 days old
General
Location
Rockville, MD, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
750
Avg Client Age
65
Overview

We are an established, yet growing, 300mm+ practice, made up of 3 Senior partners, and multiple FAs, all high with high revenue production and years of experience. We are looking to expand our business through acquisition or merger of local Books. We have the experience, man power and proven track record of a top revenue producing team.

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