$332 AUM | $1,600 GDC in Charlottesville, VA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Charlottesville, VA, US
Fee 0% Commission 100%
Gross Revenue
$1,600.00
# of Accounts
2,300
Avg Client Age
68
Overview

Our manages about $320 million for hnw individuals, institutions, and in two mutual funds. We are a traditional asset manager - buying stocks, bonds and some funds for our client base. We are seeking to expand. Ideal situation would be smaller managers in need of help with operations, compliance and marketing. Although someone open to geography, our preference would be for firms based in Virginia and nearby states. We are open to managers with differing styles and/or financial planners as well.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...