$190MM AUM | $1.5MM GDC in Vienna, VA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Vienna, VA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$190,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
350
Avg Client Age
60
Overview

Comprehensive financial,planning firm with sophisticated wealth management skills.

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