Market
RIA
Member Level
Premier
Last Activity
this week
Profile Age
210 days old
General
Location
Tysons, VA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$515,000.00
# of Accounts
200
Avg Client Age
60
Overview

We are a hybrid RIA operating out of McLean/Tysons Corner VA looking to acquire or become succession plan partners with RIAs or Hybrids in the Northern Virginia Area.

We have are a fee-based company that places emphasis on comprehensive financial planning and wealth management for those who are nearing retirement or those who are currently retired. We have been growing by at least 20% yoy for the past few years. Our average client size is 550k but over the past few years new clients have averaged over $2M as we continue to move up-market. We are all CFPs and have 2 CFAs handling money management primarily via ETFs. Our custodians are Schwab and TD Ameritrade. Our independent b/d is PKS Investments which we primarily use as a holding place for our clients existing annuities.

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