$660MM AUM | $2.1MM GDC in Richmond, VA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
285 days old
General
Listing Type
Buyer | Merge
Location
Richmond, VA, US
Fee 0% Commission 100%
Gross Revenue
$2,111,000.00
# of Accounts
1,089
Avg Client Age
60
Overview

Our team has five members with over 100 years of investment experience. We are looking to grow our practice by adding advisors and/or acquiring clients that fit with our service model. Our average client has $1-10 million invested with us and looks to our team for advice regarding investments, risk management, lending, and estate planning.

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