Overview

Full-service Wealth Management practice looking to expand in the Northern Virginia/Metro DC area. Ideal partner would be contemplating retirement in 2-8 years and managing a book of business that is long-term focused and planning based. Our average HH is greater than $1mm so we would be a good match for a similar business mix.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Resources
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