$550MM AUM | $4.2MM GDC in Vienna, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Vienna, VA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$550,000,000.00
Gross Revenue
$4,200,000.00
# of Accounts
2,200
Avg Client Age
57
Overview

Independent Financial Planning and Advisory Firm serving the middle market. 3 Principals and 14 employees. CFP dedicated professionals acting in a fiduciary capacity.

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