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

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Bethesda, MD, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
1,000
Avg Client Age
55
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.

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