$130MM AUM | $1.2MM GDC in Williamsburg, VA

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
419 days old
General
Location
Williamsburg, VA, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
620
Avg Client Age
62
Overview

We are a hybrid RIA based in the Williamsburg, VA area that is looking to purchase a practice or have another firm merge with our practice. We are very client focused and have developed a very robust Tech Stack of integrated software partners to meet the many needs of our clients throughout the US. If you are interested in merging, or selling your practice and are considering a succession plan of 4-5 years let's explore the options.

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