$16MM AUM | $47,000 GDC in Alexandria, VA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
410 days old
General
Location
Alexandria, VA, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$16,000,000.00
Gross Revenue
$47,000.00
# of Accounts
40
Avg Client Age
65
Overview

My advisory business is simple and used to compliment my tax practice. I have most of my clients' money invested in Mutual Funds, ETFs and Stocks. I also have a smaller portion of annuities.

I plan on retiring in 3 to 5 years. I'd ideally like to find someone who could take over both sides of my business (tax side and advisory side). The ideal successor wouldn't necessarily need to be local (maybe more so on the tax side as some of those clients are more personal). I'm flexible to deal terms.

Please see my CPA Listing here: https://___

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