Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Lynchburg, VA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$450,000.00
# of Accounts
200
Avg Client Age
60
Overview

Independent RIA, Predominately fee-base. 5 offices in VA. Central: Lynchburg, Shenandoah Valley: Harrisonburg, Southwest:Bristol/Gate City, Southside: Clarksville. We would like to grow, acquire, merge, or be a succession destination for other highly ethical advisors. We have a well positioned model to meet the needs of our clients and advisors and would like to explore viable opportunities with other firms and individuals.

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