$120MM AUM | $1.3MM GDC in Virginia Beach, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
269 days old
General
Location
Virginia Beach, VA, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
1,100
Avg Client Age
65
Overview

Looking to grow the practice buy expanding and leveraging the time and expertise of all planners of our group. We provide comprehensive planning for our clients and focus on team approach to grow our practice

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