$32MM AUM | $360,000 GDC in Vienna, VA

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Vienna, VA, US
Fee 0% Commission 100%
Gross Revenue
$360,000
# of Accounts
250
Avg Client Age
55
Overview

Our office focuses on Retirement Planning. We help our clients establish their retirement vision. Once that is accomplished, we turn their vision into attainable financial goals. We then take them through the financial planning process and manage their investments.
We are looking for like-minded professionals that would like to sell their practice or join our firm
We are a fully independent firm.

Extended Profile Information

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