$42MM AUM | $450,000 GDC in Arlington, VA

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Arlington, VA, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
150
Avg Client Age
55
Overview

Looking to acquire a fee based practice or to bring on younger advisors that are looking to grow their practices. We run a fee based discretionary model. We focus on financial planning and investment management, insurance and annuities make up around 10% of revenue. Have offices in WV and Northern VA.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...