$125MM AUM | $1MM GDC in Savannah, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Savannah, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
525
Avg Client Age
50
Overview

Our firm is an independent fee-only RIA located in Savannah, GA. We do not sell any products; rather, we use individual stocks and bonds to manage client's accounts.

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