$237MM AUM | $3.8MM GDC in Richmond, VA

Market
RIA
Member Level
Premier
Last Activity
this week
General
Location
Richmond, VA, US
Profile Type
Merge | Buyer | Find Successor | Continuity
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$237,000,000.00
Gross Revenue
$3,750,000.00
# of Accounts
550
Avg Client Age
55
Overview

We are a dual registered RIA/BD looking to expand through the southeast. We have multiple custodians, a trading desk, internal and external compliance, and proprietary internal Asset Management and Hedge Fund. We are employee owned and 100% independent on both the Broker Dealer and RIA sides. There is no hidden agenda or games and we are selective but always welcome new opportunities. Very few firms like ours that are profitable and able to stand the test of time.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...