$130MM AUM | $1.3MM GDC in Alexandria, VA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Alexandria, VA, US
Fee 0% Commission 100%
Gross Revenue
$1,300,000.00
# of Accounts
575
Avg Client Age
50
Overview

We are a fee-only RIA in the Washington DC area seeking merger and succession opportunities with like-minded advisers that value the unaffiliated RIA business model.

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