$250MM AUM | $2.5MM GDC in Vienna, VA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Vienna, VA, US
Fee 0% Commission 100%
Gross Revenue
$2,450,000
# of Accounts
800
Avg Client Age
56
Overview

Fee based wealth management firm, with a focus on retirement planning and advanced tax/estate plans.

Extended Profile Information

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