$14MM AUM | $50,000 GDC in Richmond, VA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Richmond, VA, US
Fee 0% Commission 100%
Gross Revenue
$50,000
# of Accounts
150
Avg Client Age
55
Overview

This is the wealth management and financial advisor practice of a hybrid advisor addressing both the retirement community, the retirement planning needs of clients, holistic advising and succession planning of businesses.

Extended Profile Information

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