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Financial Advisor   

$2,200MM AUM | $13MM GDC in Mclean, VA

Member Level
Basic
Last Activity
this week

Business Mix:

15% Comm
85% Fee

General

Location
Mclean, VA, US
12 Month Gross Revenue
$13,500,000
Number of Accounts
5,000
Avg Client Age
62

Overview

Independent RIA firm looking to grow by acquiring other practices targeting HNW investors.

 
Extended Profile Information

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