$1,200MM AUM | $4.5MM GDC in Baltimore, MD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Baltimore, MD, US
Fee 0% Commission 100%
Gross Revenue
$4,500,000
# of Accounts
250
Avg Client Age
50
Overview

I currently head a very large practice at a Morgan Stanley but I am open to discussing merging or acquiring practices and can offer very lucrative ideas for your succession plan. Lets meet to discuss your practice and see if there may be a fit

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