Market
RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
403 days old
General
Location
Alexandria, VA, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$25,000,000.00
Gross Revenue
$200,000.00
# of Accounts
80
Avg Client Age
62
Overview

I have a growing independent practice focusing on business owners, pre and retired investors, non profits and endowments and affluent investors. I hope to grow my book with a proven marketing strategy that allows for organic growth through referrals and introductions. My focus is centered on a superior client service experience.

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