$83MM AUM | $630,000 GDC in Baton Rouge, LA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Location
Baton Rouge, LA, US
Fee 0% Commission 100%
Gross Revenue
$630,000.00
# of Accounts
300
Avg Client Age
55
Overview

Present RIA business with high minimums, mostly DFA funds used with bond portfolios, hold strategic alliance relationship with a CPA firm...looking for continuity and transition opportunities

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