$30MM AUM | $750,000 GDC in Roanoke, VA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Roanoke, VA, US
Fee 0% Commission 100%
Gross Revenue
$750,000
# of Accounts
170
Avg Client Age
58
Overview

We are an independent RIA with three IAR's and one CPA that offer comprehensive financial and tax planning to families and small business owners. Our fiduciary duty helps to ensure that we are working with our clients’ best interests at heart.

Extended Profile Information

Loading...