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Financial Advisor   

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

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Baltimore, MD, US
12 Month Gross Revenue
$1
Number 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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