$80MM AUM | $600,000 GDC in Mt. Solon, VA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
570 days old
General
Location
Mt. Solon, VA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$600,000.00
# of Accounts
300
Avg Client Age
55
Overview

Looking to explore opportunities to provide succession opportunities for retiring advisors, recruit junior advisors looking to move up market, buy and/or merge with like minded advisors to gain scale and continuity with goal of focusing on comprehensive Wealth Management in the HNW space.

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