$130MM AUM | $1MM GDC in Fairfax, VA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Fairfax, VA, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
220
Avg Client Age
60
Overview

Multicustodian Hybrid firm with assets at Fidelity, Schwab and LPL. $130M+ AUM (retail, not including retirement plans). Experience successfully acquiring clients (Retention rate: 100% of clients who met with our team face-to-face). We're interested in purchasing practices in Northern Virginia and the Shenandoah Valley. We will also welcome advisors to join our firm. Let's talk, confidentially.

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