$160MM AUM | $1MM GDC in Greenville, SC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Greenville, SC, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
275
Avg Client Age
54
Overview

Owner of a financial planning and wealth management business that is looking to scale the business by purchasing or merging with existing advisors in the Carolinas. Currently have $160,000,000 AUM. $40,000,0000 of this is 401k plan business and the remaining are made up of individuals.

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