Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Reston, VA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$85,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
87
Avg Client Age
66
Overview

We have a fee only comprehensive advisory practice, offering investment management, retirement planning, tax planning and preparation, and estate planning.

We have attorneys, CPA, CFA, and CFPs in house, and are looking to acquire or merge with local practices having AUM of between $25,000,000 to $200,000,000.

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