$202MM AUM | $1.4MM GDC in Natchez, MS

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Natchez, MS, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$202,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
900
Avg Client Age
50
Overview

I am looking to buy a practice or become a succession plan for an advisor that does not have one in place. I have experience buying practices and working on succession plans to help achieve everyone's goals and long term success.

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