$1,400MM AUM | $10MM GDC in Hunt Valley, MD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Hunt Valley, MD, US
Fee 0% Commission 100%
Gross Revenue
$10,500,000
# of Accounts
3,000
Avg Client Age
60
Overview

Sophisticated UHNW planning based practice rated in Barron's Top 100. Interested in meeting adding advisors who need additional capacity in order to grow their business. With 5 CFP's, 3 CBEC's, 7 AIF's, 1 CIMA and a CFA, we can provide any advisor additional firepower that will alow them to aggressively grow their practice.

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