$50MM AUM in Newport News, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Newport News, VA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
# of Accounts
100
Avg Client Age
55
Overview

Independent Registered Investment Advisor, specializing in Financial Planning!
looking to buy , merge, and help in the succession planning of other fee / commission based firms with the right cultural fit.
Our goal is to grow our practice and acquisitions are a part of that. We have numerous options for both commission, fee and hybrid operations. You can be at peace that your clients will feel you have their best interest at heart once you become acquainted with our total client-centric operation. Our advisors have a spotless record.
We Currently operate out of 4 offices in Virginia. Newport News, Williamsburg, Midlothian, Glen Allen and are prepared to work with any location.
We are looking for serious minded advisors that are interested in moving forward. Please field any questions through this site so we can begin the conversation. Discretion is most assured.

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