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Financial Advisor   

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

Member Level
Basic
Last Activity
this week

Business Mix:

1% Comm
99% Fee

General

Location
Alpharetta, GA, US
12 Month Gross Revenue
$1,000,000
Number 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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