$84MM AUM | $735,295 GDC in Charlottesville, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
417 days old
General
Location
Charlottesville, VA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$84,160,269.00
Gross Revenue
$735,295.00
# of Accounts
280
Avg Client Age
55
Overview

Started practice in 2002 shortly after graduating college. Our focus is financial planning for physicians. We have over 200 households with at least on physician. I'm looking for M&A opportunities.

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