$135MM AUM | $1.4MM GDC in Rockville, MD

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Location
Rockville, MD, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,350,000.00
# of Accounts
75
Avg Client Age
55
Overview

We are a financial advisory and investment management firm that is wholly owned by the three partners who are all registered advisors. Two of the partners of the Wealth Management firm are partners as well in a CPA firm that we are affiliated with. We have done and have the ability to do high level tax and estate tax planning for our Wealth Management clients and other high net worth individuals.

We are using Succession Link too see if there are any mutually beneficial opportunities to buy a practice, become an advisors succession plan or have an advisor who is looking for a new opportunity join our practice.

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