$50,000 AUM | $145,000 GDC in Richmond, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Richmond, VA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$50,000.00
Gross Revenue
$145,000.00
# of Accounts
375
Avg Client Age
58
Overview

Looking to acquire books of business from advisors interested in their clients receiving warm, personal attention to their
retirement and investment planning needs.

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