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

Market
Advisor/RIA
Member Level
Lite
Last Activity
this week
Listing Age
375 days old
General
Compatibility
Location
Leesburg, VA, US
Listing 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,

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...