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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
$400,000
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...