Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Mclean, VA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
400
Avg Client Age
55
Overview

After being in the wirehouse world for over 20 years, decided to build a great team focused on a family office style of service and comprehensive offering breadth. Strongly embracing the high tech robo meets high service model for higher net worth families. We are interested in both practice acquisition ($30mm AUM minimum) and hiring new advisors with limited experience but highly motivated and with excellent sales skills, or professionals with a solid rolodex looking for a career change (we will provide a CFP fast track).

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

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...