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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Annapolis, MD, US
Fee 0% Commission 100%
Gross Revenue
$3,000,000
# 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.

Contact to discuss details
 
Extended Profile Information

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