$22MM AUM | $226,000 GDC in Richmond, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Richmond , VA, US
Listing Type
Buyer | Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$226,000.00
# of Accounts
38
Avg Client Age
57
Overview

Fee-based business model. Large-cap value style with non-traded alternatives. Looking for like-minded advisors to connect with. Call ___-___-____

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...