Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Washington, DC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,166,000,000.00
Gross Revenue
$8,400,000.00
# of Accounts
1,100
Avg Client Age
63
Overview

We are a DC-based RIA looking at potential acquisitions of smaller firms that may be lacking a succession plan. Our growth has historically come organically, but we are open to an acquisition should we find a similar operation at the right price with a good cultural fit.

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