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

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
Roanoke, VA, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...