$31MM AUM | $400,000 GDC in Glen Allen, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Glen Allen, VA, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$31,000,000.00
Gross Revenue
$400,000.00
# of Accounts
370
Avg Client Age
45
Overview

To partner with or purchase tax or RIA practices. Provide an excellent client experience and be more successful. I bring to the table my clients, 31m AUM, 28 yrs of Tax and FP experience, 21 yr relationship with TD Ameritrade as fee only RIA, and I'm a CPA and CFP.

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