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Financial Advisor

$300MM AUM | $3MM GDC in Annapolis, MD

Member Level
Premier
Last Activity
within 2 months

Business Mix:

60% Comm
40% Fee

General

Location
Annapolis, MD, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
800
Avg Client Age
60

Overview

Our practice is heavily geared toward retirement and income planning for our clients. We are looking to acquire a similar book of business that could boost our recurring revenue and offer further room for growth.

 

Looking for Office Space in Annapolis, MD

Potentially looking for office space to expand into Baltimore/Towson region.

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