$100MM AUM | $650,000 GDC in Midlothian, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Midlothian, VA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
500
Avg Client Age
57
Overview

Certified Financial Planner with an emphasis on fee based planning and investment advisory work looking to buy (now or in the future) a practice(s). This could be an immediate acquisition, or transition over time.

We have a team within the firm which consists of 4 advisors ranging from 30 years in the business to 3 years in the business, all of which are CFPs. We also have a dedicated operations person for our team.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...