Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Cary, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$400,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

SEC registered RIA focused on providing outsourced CIO solutions to wealthy families and financial advisers. We are looking for potential adviser recruits who need platform services, transition support, asset management expertise, and succession planning.

We want to grow both organically and through acquisition.

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