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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Bethesda, MD, US
12 Month Gross Revenue
$165,000
Number 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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