$1,000MM AUM | $8.5MM GDC in Huntersville, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession
Location
Huntersville, NC, US
Fee 0% Commission 100%
Gross Revenue
$8,500,000
# of Accounts
9,215
Avg Client Age
61
Overview

We are one of the fastest growing RIA wealth management firms in the region. We have 9 offices in NC, SC and CA. We are looking to expand our footprint and grow our AUM with the use of succession planning, practice aquisition, and merger. Financial planning is a key component of our value proposition, our model is fee based and centrally managed portfolios, and we are most interested in working with advisors who are looking to sell, or to join us as a partner and who already hold their CFP designation and are Series 7 and Series 66 licensed.

Extended Profile Information

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