$200MM AUM | $900,000 GDC in Bethesda, MD

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Bethesda, MD, US
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
50
Avg Client Age
55
Overview

multi-family office. all high net worth clients or clients in the top tax bracket. interested in acquisitions, as well as potential strategic merger.

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