$82MM AUM | $762,045 GDC in Greensboro, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Greensboro, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$82,000,000.00
Gross Revenue
$762,045.00
# of Accounts
1,764
Avg Client Age
50
Overview

I have built a unique, client focused practice. Our focus is the client first and we utilize technology such as Redtail and E-money to create a systematic, scalable business. I have the best administrative team in the industry and we treat clients like family and work with them to create sound financial plans. I am focused on long term growth of my practice and doing things the right way. I do regular news interviews and I am active on social media as well. I have recently acquired a practice in 2015 and found huge success in growth by this method. I would love to find someone who puts their clients first too and values the family feel to acquire their practice at the right time.

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