$65MM AUM | $450,000 GDC in Annapolis, MD

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Annapolis, MD, US
Fee 0% Commission 100%
$450,000
Gross Revenue
120
# of Accounts
50
Avg Client Age
Overview

Sera Capital is a father and son investment management team. We have experience working with people who want to keep their securities and insurance licenses while we act as their RIA. We have a succession plan in place and we are looking to grow. Our goal is to find firms and advisors that are transitioning towards retirement.

For more information go to http://___ or call Carlos at (___-___-____.

Extended Profile Information

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