$197MM AUM | $1.5MM GDC in Richmond, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Richmond, VA, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$197,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
500
Avg Client Age
55
Overview

At Canal Capital Management, 2e are a young and fast growing RIA. We'd like to continue our growth trajectory not only through referrals, but potentially through mergers and acquisitions as well. Because we are running a great business, the fit culturally and philosophically would have to be perfect.

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