$200MM AUM | $2.5MM GDC in Bethesda, MD

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Bethesda, MD, US
Fee 0% Commission 100%
$2,500,000
Gross Revenue
1,000
# of Accounts
55
Avg Client Age
Overview

full service financial services firm looking to expand by merging with practices looking for successor.
We handle managed accounts, brokerage accounts and life insurance. We also do a fair amount of financial planning.

Extended Profile Information

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