$130MM AUM | $1.1MM GDC in Wilmington, NC

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Wilmington, NC, US
Fee 0% Commission 100%
Gross Revenue
$1,125,000.00
# of Accounts
400
Avg Client Age
55
Overview

Boutique Wealth Management business focused on client success. Looking to purchase practices or aid in succession.

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