$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
$3,000,000.00
# 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.

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