$525MM AUM | $3.1MM GDC in Richmond, VA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Richmond, VA, US
Fee 0% Commission 100%
Gross Revenue
$3,105,000.00
# of Accounts
2,875
Avg Client Age
61
Overview

We are an advisory team with 3 advisors and 4 assistants looking to continue to grow through acquisitions. We are accustomed to servicing large geographic areas. Centered in Richmond, VA with concentrations from DC/MD to Western NC and most Metropolitan areas on the East Coast. Primarily fee-based advisory, comprehensive financial planning, customer-service oriented. Asset Allocation primarily as opposed to stock selection.

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