$110MM AUM | $1.1MM GDC in Leesburg, VA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Leesburg, VA, US
Fee 0% Commission 100%
Gross Revenue
$1,140,000.00
# of Accounts
725
Avg Client Age
55
Overview

We are a growing independent RIA that specializes in Financial Planning, Tax Planning and Estate Planning. We are looking to acquire or merge with a likeminded RIA Practice.

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