$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%
Gross Revenue
$1,600,000.00
# of Accounts
1,138
Avg Client Age
60
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...