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Financial Advisor   

$50MM AUM | $450,000 GDC in Mclean, VA

Member Level
Basic
Last Activity
within 3 months

Business Mix:

0% Comm
100% Fee

General

Location
Mclean , VA, US
12 Month Gross Revenue
$450,000
Number of Accounts
150
Avg Client Age
52

Overview

I am looking to acquire small practices, < $50mm AUM from advisors who are looking to either retire or do some form of succession planning on my team.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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