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Financial Advisor   

$360MM AUM | $2.5MM GDC in Rockville, MD

Member Level
Premier
Last Activity
this month

Business Mix:

30% Comm
70% Fee

General

Location
Rockville, MD, US
12 Month Gross Revenue
$2,500,000
Number of Accounts
3,485
Avg Client Age
65

Overview

True Hybrid RIA Firm, looking to help retiring advisors create a succession plan. We have both the financial and transition support in place. Rockville MD is our primary location. We recently completed an acquisition in Annapolis MD, located inside a CPA practice.

 

Has Office Space to Share in Rockville, MD

We have office and desk space available in Rockville MD. For the right opportunity we could find space in our Annapolis location.

Contact to discuss details
 
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