$65MM AUM | $650,000 GDC in Roanoke, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Roanoke, VA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$650,000.00
# of Accounts
300
Avg Client Age
60
Overview

I relocated to the Roanoke, Virginia area several years ago with my family. We moved from Indianapolis, where I also maintain an office and conduct business with clients there. I am interested in acquiring books of business in the Southwest, Virginia area. I do not want to change broker dealers and already have office space in Roanoke.

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