$250MM AUM | $2.3MM GDC in Fairfax, VA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
389 days old
General
Location
Fairfax, VA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,277,000.00
# of Accounts
350
Avg Client Age
55
Overview

We are a four person advisor team with two support members. Our goal is to provide financial advice that brings confidence, simplicity, and success to our clients' lives. Our areas of expertise include retirement (both accumulation and income), education, tax, and estate planning strategies. We have experience with successful practice acquisitions and want to utilize that expertise to continue to grow our business.

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