Market
IBD
Member Level
Premier
Last Activity
this week
Profile Age
201 days old
General
Location
Lutherville Timonium, MD, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$420,000,000.00
Gross Revenue
$4,200,000.00
12 month EBITDA
$840,000.00
# of Advisors
8
Years in Business
17
Ownership Structure
S Corp
Allow Independent RIA
No
Overview

Multi-generational financial planning and wealth management firm, growing organically and by merging seasoned CFP practitioners into the firm. 8 advisors - 4 men and 4 women and 7 of 8 under the age of 50. Complete ensemble practice (no advisor has his/her own "book of business." 20 total employees and growing rapidly.

Clearing Firm / Custodian

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