$52MM AUM | $450,000 GDC in Roanoke, VA

Market
RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Roanoke, VA, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$52,000,000.00
Gross Revenue
$450,000.00
# of Accounts
150
Avg Client Age
62
Overview

I would like to find a practice looking for succession or sale that is primarily fee-based although some non-variable commission is acceptable.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...