$2.8B AUM | $30MM GDC in Towson, MD

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
Listing Age
97 days old
General
Location
Towson, MD, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$2,805,000,000.00
Gross Revenue
$30,000,000.00
# of Accounts
30,000
Avg Client Age
45
Overview

We are a private broker-dealer and corporate RIA that provides an industry leading customized technology platform, a personalized practice management & coaching resource, comprehensive and varied asset management platforms. We also provide personalized and service-focused Compliance & Operations relationships, innovative valuation and succession planning resources, detailed and partnered technology and transition support. Each Member Partner contributes to the on-going development and enrichment of the company by actively sharing their input, ideas and insights – they have a voice that is heard and have a true seat at the table.

We are looking for those advisors and practices who are seeking an alternative to their b/d, may be interested in a sale, succession, acquisition, continuity plan or no longer want to run their own broker-dealer or be part of an OSJ.

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