Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Franklin, TN, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,250,000.00
# of Accounts
1,200
Avg Client Age
55
Overview

We are a boutique firm specializing in working with Business Owners (including physicians, attorneys, etc...), High Level Executives and Pilots. We have 4-5 advisors total and have a strong positive culture in our office. We are looking to acquire small to medium practices over the next several years to continue our solid growth. We are also a resource for advisors needing a continuity/succession plan to plan for the unexpected.

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