$115MM AUM | $1.4MM GDC in Leesburg, VA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Profile Age
500 days old
General
Location
Leesburg, VA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$115,000,000.00
Gross Revenue
$1,450,000.00
# of Accounts
150
Avg Client Age
53
Overview

My primary goal is to establish a business relationship with an advisor in Northern Virginia or DC Metro Area that is looking for business continuation and ultimately a succession plan. I have the resources and team structure to facilitate a successful transition of an advisor's practice. As my business quickly expands I'm also looking to bring an additional advisor to join our team and office ecosystem.

Thanks,

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