$64MM AUM | $475,000 GDC in Chantilly, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Chantilly, VA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$475,000.00
# of Accounts
600
Avg Client Age
50
Overview

Looking for buying and merging opportunities, for our growing financial planning firm located in Northern Virginia. We currently are a hybrid firm - Independent RIA and with a Broker/Dealer.

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