$500MM AUM | $2.1MM GDC in Rockville, MD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Rockville, MD, US
Fee 0% Commission 100%
Gross Revenue
$2,100,000
# of Accounts
9,000
Avg Client Age
50
Overview

We advise 100s of nonprofit organizations on their retirement plans. We manage assets on a fee basis and do comprehensive financial planning.

Extended Profile Information

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