$51MM AUM | $400,000 GDC in Raleigh, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Raleigh, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$51,000,000.00
Gross Revenue
$400,000.00
# of Accounts
321
Avg Client Age
63
Overview

Expanding wealth management practice that has relied upon organic growth for nine years, seeks to add linear growth while enhancing capacity at the same time. A full service practice can be applied without restraint or service failures due to an established process of on-boarding new clients and servicing existing ones.

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