$65MM AUM | $468,000 GDC in Fairfax, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Fairfax, VA, US
Listing Type
Find Successor | Continuity
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$468,000.00
# of Accounts
99
Avg Client Age
65
Overview

Investment management firm, with basic financial planning as required. Owner seeks succession plan, likely leading to folding into larger firm in 4-5 years. Ability to service clients in several states a major plus. Many clients have large unrealized gains in individual stocks, so a discipline for evaluating these would be very helpful.

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