Market
RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Culpeper, VA, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$61,000,000.00
Gross Revenue
$440,000.00
# of Accounts
399
Avg Client Age
60
Overview

Our firm provides financial planning and investment portfolio management for clients. Our focus is planning based and our investment style is value oriented. Bond investments are for cash income and safety of principal.

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