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Financial Advisor

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

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Alexandria, VA, US
12 Month Gross Revenue
$1,300,000
Number 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.

 
Extended Profile Information

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