$75MM AUM | $650,000 GDC in Timonium, MD

Market
RIA
Member Level
Chalice
Last Activity
this month
Listing Age
41 days old
General
Location
Timonium, MD, US
Listing Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$650,000.00
# of Accounts
450
Avg Client Age
65
Overview

I am a sole practitioner with over 20 years experience and a clean U4. I take a wholistic approach with my clients, implementing a Comprehensive Financial Plans for each and every client. I practice in the MD/PA area and recently in Sarasota FL. Most of my clients are in the MD/PA area but I am trying to expand my market share of Florida as well as MD/PA clients, I am an Ameriprise employee and they support me in both areas with offices, support etc. I am looking to aggressively grow my business and, with Ameriprise's financial backing, am ready to purchase any size practice for up to 3 times the trailing 12 month GDC. I will also entertain a partnership arrangement, providing that the partner would work for Ameriprise with one of the best up-front deals in the industry and the potential of taking over my practice when I retire - approximately 8 years form now.

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