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

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Wilmington, NC, US
Fee 0% Commission 100%
Gross Revenue
$1,125,000
# of Accounts
400
Avg Client Age
55
Overview

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

Has Office Space to Share in Wilmington, NC

We are looking for independent advisors to join our firm. We have open office space and a team of world class advisors to work with daily.

Contact to discuss details
 
Extended Profile Information

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