$650MM AUM | $5MM GDC in Columbia, MD

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Location
Columbia, MD, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$650,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
600
Avg Client Age
55
Overview

Wagener-Lee is a full service comprehensive investment advisor. Our team includes an attorney, CPA. CFA and 5 CFPs.
Our interest is to continue our growth through internal growth and helping other advisors transition to retirement over several years. If you are a sole practitioner looking to increase resources for your clients, continue to serve them at a much higher lever, enjoy the comaraderie of a highly successful professional team, and looking to transition to retirement over a period of years, we may be a fit.

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