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Financial Advisor

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

Member Level
Basic
Last Activity
this week

Business Mix:

50% Comm
50% Fee

General

Location
Bethesda, MD, US
12 Month Gross Revenue
$2,500,000
Number 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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