$330,000 AUM | $2.3MM GDC in Richmond, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
341 days old
General
Compatibility
Location
Richmond, VA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,300,000.00
# of Accounts
500
Avg Client Age
55
Overview

We have two young Advisors looking to continue to grow through the fee compression by scaling our business. We are looking to acquire an outgoing Financial Advisor that is ready to transition within the next few years.

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