$190MM AUM | $1.3MM GDC in Alexandria, VA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Alexandria, VA, US
Fee 0% Commission 100%
Gross Revenue
$1,300,000
# of Accounts
600
Avg Client Age
65
Overview

We have a team of 4 members here with Morgan Stanley. We run a holistic approach to wealth management with our clients. Retirement planning, insurance reviews, estate planning, liability management, education funding, asset allocation and a large presence in the 401k plan market space. We are continuing to grow our business and would welcome a discussion with anyone interested in selling or exploring having us be your succession plan to see if there is a mutually beneficial value proposition to consider. I can be reached any time at ___-___-____ or at ___

Extended Profile Information

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