$90MM AUM | $900,000 GDC in Gaithersburg, MD

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Gaithersburg, MD, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
500
Avg Client Age
55
Overview

PlanVest Financial, Inc. is a Hybrid RIA. We currently use Charles Schwab and LPL Financial. We have offices in Gaithersburg, MD and Santa Monica, CA. We are interested in additional advisors joining us, in a manner that makes sense to them; whether as an advisor, partner, or for succession planning.

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