$170MM AUM | $800,000 GDC in Winchester, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Winchester, VA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$170,000,000.00
Gross Revenue
$800,000.00
# of Accounts
750
Avg Client Age
58
Overview

A firm rooted in fee based wealth management, financial planning and retirement plan services. We believe in a team concept and maximize the strengths of our people. We would like to become a regional firm within 5 years and expand throughout the Mid-Atlantic region.

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