$50MM AUM | $300,000 GDC in Brentwood, TN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Brentwood, TN, US
Fee 0% Commission 100%
$300,000
Gross Revenue
125
# of Accounts
35
Avg Client Age
Overview

We are a fee based IAR focusing primarily on 401k plans and retirement plan. We manage money using a proven core-satellite strategy. We are looking to grow by acquiring other like-minded firms.

Extended Profile Information

Loading...