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Financial Advisor   

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

Member Level
Premier
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Richmond, VA, US
12 Month Gross Revenue
$200,000
Number 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.

 
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