Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Norfolk, VA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
185
Avg Client Age
60
Overview

Independent, fee-only RIA that provides comprehensive financial planning and customized investment management to families and business owners. We analyze and advise on every aspect of our clients' financial situation to help them maximize their quality of life. We are fiercely proud of our fiduciary responsibility.

Looking to buy a similarly oriented firm in the local marketplace.

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