$450MM AUM | $1 GDC in Baltimore, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Baltimore, MD, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$450,000,000.00
Gross Revenue
$1.00
# of Accounts
1,000
Avg Client Age
50
Overview

We have acquired three practices over the past eight years or so. In each case, we provided a succession plan for the founder. We are interested in similar opportunities.

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