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Financial Advisor   

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

Member Level
Basic
Last Activity
this week

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.

 
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