$50MM AUM | $853,000 GDC in Newport News, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Newport News, VA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$853,000.00
# of Accounts
460
Avg Client Age
60
Overview

DaVinci Financial Designs, independent RIA firm specializing in financial planning for multi-generational families. We want small practices that have great client relationships who want a firm to continue those relationships they have carefully built.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...