$500MM AUM | $1.5MM GDC in Vienna, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Vienna, VA, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
765
Avg Client Age
57
Overview

Primarily a fee based wealth management business

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...