$40MM AUM | $225,000 GDC in Charlottesville, VA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
109 days old
General
Compatibility
Location
Charlottesville, VA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$225,000.00
# of Accounts
526
Avg Client Age
57
Overview

We specialize in customized, goals-based financial planning and disciplined investment management for individuals, families, and small businesses. Our business is primarily focused on fee-based financial planning .

Looking for a like minded adviser/practice seeking a succession plan or complete sale of existing business.

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