$445MM AUM | $3.5MM GDC in Williamsburg, VA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Williamsburg, VA, US
Fee 0% Commission 100%
Gross Revenue
$3,500,000.00
# of Accounts
1,364
Avg Client Age
62
Overview

We are a Virginia-based, registered investment adviser, with multiple offices in the region. Since 1999, we have been providing wealth management and investment advisory services for individuals, qualified retirement plans, and nonprofit organizations.

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