$4B AUM | $24MM GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Atlanta, GA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$24,000,000.00
# of Accounts
6,500
Avg Client Age
57
Overview

A growing independent fee only wealth management firm with over 1000 client relationships nationwide. Contact us if you have an interest in joining or merging with our firm.

Highlights:
Comprehensive Wealth Management and Family Office Services, Dedicated Investment and Planning Specialist Teams, Consolidated Daily Reporting, Strong Compliance and Technology/Cybersecurity, Small Team Culture, and Internal Succession Plan

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