$7.1MM AUM | $125,000 GDC in Mclean, VA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Mclean, VA, US
Fee 0% Commission 100%
$125,000
Gross Revenue
45
# of Accounts
55
Avg Client Age
Overview

WE are a fast growing, full service CPA and RIA FIrm in Tyson's Corner, VA. We are very interested to merge with retirement minded RIA/CPA/Insurance Agents. Thank you for your interest in joining our Team!
Vincent Lucas, CPA, PC

Extended Profile Information

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