$400MM AUM | $4MM GDC in Alexandria, VA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Alexandria, VA, US
Fee 0% Commission 100%
$4,000,000
Gross Revenue
1,000
# of Accounts
67
Avg Client Age
Overview

We are a retirement planning company growing through our own aggressive evergreen marketing system. We also have a big appetite to merge/purchase/partner with smaller firms looking for better opportunities and/or an exit strategy. Our marketing strategies can/will help any firm grown significantly. We have a system to bring in new clients and also a way to service them well and keep retention very high (97%+).
And we (me and my entire team) are having a fun time doing it.

Extended Profile Information

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