Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Bethesda, MD, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$17,000,000.00
Gross Revenue
$165,000.00
# 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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