Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Raleigh, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$250,000.00
# of Accounts
200
Avg Client Age
49
Overview

We are a boutique financial planning practice focused on the unique needs of small and family business owners and their loved ones. We are looking at opportunities to operate RIA-only.

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