Market
RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
352 days old
General
Location
Towson, MD, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$25,000,000.00
Gross Revenue
$300,000.00
# of Accounts
50
Avg Client Age
55
Overview

My practice is very simple. Do what’s right and charge a fair fee. I’m an RIA and have all my clients set up in advisory accounts. I got into this business to help people/ families and to support my family. I would like to acquire books of business to grow my book, and also give other advisors peace of mind, knowing their clients are in good hands.

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