$4MM AUM | $60,000 GDC in Chesapeake, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Chesapeake, VA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$60,000.00
# of Accounts
29
Avg Client Age
56
Overview

We are a small financial planning & asset management firm looking to change the way Hampton Roads looks at financial planning.

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