Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Suwanee, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$19,000,000.00
Gross Revenue
$140,000.00
# of Accounts
89
Avg Client Age
60
Overview

We are seeking to grow our business by acquiring another advisory firm. Ideally, we would be a part of that firm's succession plan to provide a smooth transition for the clients.

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