$17MM AUM | $165,000 GDC in Bethesda, MD

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Bethesda, MD, US
Fee 0% Commission 100%
Gross Revenue
$165,000
# of Accounts
64
Avg Client Age
63
Overview

Looking to buy existing business in Bethesda, Potomac or Rockville MD

would also consider a merger with younger planner.

I am an RIA. not interested in a broker/dealer relationship.

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