$62MM AUM | $515,000 GDC in Hunt Valley, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Hunt Valley, MD, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$515,000.00
# of Accounts
342
Avg Client Age
60
Overview

My financial planning practice is a mother-daughter team. We are both CFP's and CRPC's. Our goal is to grow our business through referrals and acquisition.

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