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

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Vienna, VA, US
Fee 0% Commission 100%
$300,000
Gross Revenue
200
# of Accounts
50
Avg Client Age
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.

Extended Profile Information

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