$40MM AUM | $360,000 GDC in Henrico, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Henrico, VA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$360,000.00
# of Accounts
500
Avg Client Age
55
Overview

Expand my client base through acquisition. I have been operating for 28 years and see an opportunity to grow as people exit due DOL and retirement.
I am Life, Health, 6, 63, 65, Long Term Care Partnership licensed.

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