Overview

We’re a small wealth management firm in Norfolk with two local partners and 2-3 junior associates. Although we have 3 other offices (Richmond, Charlottesville & Wakefield) in Virginia with 4 additional partners and 2-3 jr associates, the relationship is more for marketing, shared office space and occasional joint work. The client numbers provided are only for my portion of our Norfolk practice. Our clients consist of professionals, business owners and government workers. We’re looking to grow our assets under management and increase client value.

Market
Advisor/RIA
Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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