$180MM AUM | $1MM GDC in Bethesda, MD

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Bethesda, MD, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
500
Avg Client Age
55
Overview

We are a boutique investment advisory firm located in Bethesda, Maryland. Founded in 2010 with an expertise in fixed income investing, our capabilities have grown to include comprehensive financial planning, total portfolio management, and retirement plan consulting.

Seeking local advisors/RIAs to pursue strategic partnerships.

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