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Financial Advisor

$56MM AUM | $400,000 GDC in Annapolis, MD

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Annapolis, MD, US
12 Month Gross Revenue
$400,000
Number of Accounts
120
Avg Client Age
50

Overview

Sera Capital is a father-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 (___-___-____.

 
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