$40MM AUM | $500,000 GDC in Fredericksburg, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Fredericksburg , VA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$500,000.00
# of Accounts
200
Avg Client Age
60
Overview

We are an advisor/wealth management/financial planning company. Life insurance is also a big part of our firm. I also own a Property and Causality company. We are fee and commissioned based. Broker-dealer Sage Point

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