$100MM AUM | $800,000 GDC in Birmingham, AL

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Successor
Location
Birmingham, AL, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
250
Avg Client Age
55
Overview

I am a member for a 4 advisor team headquartered in Birmingham, AL with advisors in Mobile, AL, Rosemary Beach, FL and Birmingham, AL. As we grow we would like to strategically partner with like-minded firms to provide advisors with continuity and a succession plan that allows their legacy to continue. We have two distinct segments to our firm. Retirement Plans for companies ranging from 40- 1500 employees all across the South East and Personal wealth management that is on a primarily fee-based platform. We know from experience that advisor work hard to build relationship with clients and that many times those relationships can be very strong. Our desire is to come along side and learn how to serve those clients best from their current advisor.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...