$250MM AUM | $2.2MM GDC in Franklin, TN

Market
Advisor/RIA
Member Level
Premier
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...