Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Mclean, VA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$260,000,000.00
Gross Revenue
$2,097,000.00
# of Accounts
1,250
Avg Client Age
60
Overview

Seeking experience advisors wanting to grow or transition their business by teaming with an ensemble practice of advisors and staff who are focused on helping clients achieve their goals through financial planning and asset management.

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