$180MM AUM | $1.6MM GDC in Vienna, WV

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Vienna, WV, US
Fee 0% Commission 100%
$1,600,000
Gross Revenue
1,138
# of Accounts
60
Avg Client Age
Overview

Been an FA for 15 years at the relatively young age of 40. I am a CFP and part of a 4 advisor team that manages approx. $180MM in assets. We focus on comprehensive planning for individuals and small business owners. Looking to grow. This seems like a better way than doing it organically.

Has Office Space to Share in Vienna, WV

two open offices.

Contact to discuss details
 
Extended Profile Information

Loading...