$20MM AUM | $200,000 GDC in Richmond, VA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Richmond, VA, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
50
Avg Client Age
58
Overview

We are a fee based money management firm looking to grow through merger/partnership or succession. 100% fee based with a focus on high net worth, business owners and retirees. Open to discussing potential opportunities.

Extended Profile Information

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