$150MM AUM | $1MM GDC in Alpharetta, GA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Continuity
Location
Alpharetta, GA, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
650
Avg Client Age
60
Overview

We are an SEC-registered RIA with clients in about half the states. Our firm was formed in 2010 on the foundation of putting client objectives first. Primarily, we craft a custom blend of proprietary investment strategies for each household, built on the foundation of financial planning. We are looking to grow through acquisition and would accommodate a retiring advisor who want to provide a seamless transition to his clientele.

Has Office Space to Share in Alpharetta, GA

We currently occupy half our space which includes a 12-seat conference room, front admin/reception with two available offices.

Contact to discuss details
 
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