Market
RIA
Member Level
Chalice
Last Activity
6 months or more
Profile Age
350 days old
General
Location
Annapolis, MD, US
Profile Type
Buyer | Merge | Continuity
Business Type
Registered Investment Advisor
AUM
$130,000,000.00
Gross Revenue
$1,250,000.00
# of Accounts
675
Avg Client Age
55
Overview

We are a Dually Registered or Hybrid RIA, in downtown Annapolis, with two Advisors, an Office Manager and a full-time Analyst. Looking to add another Advisor to the practice. We are discretionary, fee based advisors and clear through Charles Schwab and PKS. Both office space and experienced support staff are available.

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