Overview

35 year old advisor/registered principal with 13 years experience located in Virginia Beach/Hampton Roads. Completed a succession plan in 2016 with 90% client retention.

Business partner is leading our firm growth in Phoenix, AZ while traveling back to VA. Our team has $112m in AUM with $800k in T12 production. Firm is just shy of $220m in AUM with production well over $1m.

We recently rebranded our firm as Wealth Avenue and have systems, processes, and technology measures in place to maintain and grow as you prepare your succession plan.

Phil Maliniak
(___-___-____
___

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...