$31MM AUM | $320,000 GDC in Davidson, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Davidson, NC, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
Gross Revenue
$320,000.00
# of Accounts
200
Avg Client Age
60
Overview

Mainly fee based wealth management - would like to learn of opportunities when a smaller similar local advisor wishes to transition out and needs an experienced advisor to buy his practice.

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