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Financial Advisor

$30MM AUM | $300,000 GDC in Vienna, VA

Member Level
Premier
Last Activity
within 3 months

Business Mix:

25% Comm
75% Fee

General

Location
Vienna, VA, US
12 Month Gross Revenue
$300,000
Number of Accounts
200
Avg Client Age
50

Overview

We are a full-service wealth advisory firm offering comprehensive wealth management solutions with a focus on working with closely held businesses and wealthy families. I am looking to purchase, merge, or succeed someone in their practice.

 
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