$2.3MM AUM | $40,000 GDC in Richmond, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
290 days old
General
Location
Richmond, VA, US
Profile Type
Continuity | Buyer
Fee 0% Commission 100%
AUM
$2,300,000.00
Gross Revenue
$40,000.00
# of Accounts
53
Avg Client Age
50
Overview

I am seeking introductions to Advisors close to retirement who are looking for a succession plan. My goal is to assist in servicing accounts while taking more responsibility and ownership over time.

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