$68MM AUM | $500,000 GDC in Richmond, VA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Richmond, VA, US
Fee 0% Commission 100%
$500,000
Gross Revenue
300
# of Accounts
62
Avg Client Age
Overview

I currently manage individual's money on a fee arrangement and corporation 401ks on a fee arrangement. I am looking to purchase a book of business

Extended Profile Information

Loading...