$70MM AUM | $680,000 GDC in Duluth, GA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Duluth, GA, US
Fee 0% Commission 100%
Gross Revenue
$680,000.00
# of Accounts
83
Avg Client Age
57
Overview

I am looking for an advisor who truly cares for his/her clients and would like sell or merge their practice with an advisor who brings experience, process and love to their clients.

U.S. Asset Management is a family office financial advisory practice focused on investment management, wealth structuring, tax sensitive portfolio management & financial planning. Our founder, David Cross is a highly trained professional with over 25 years of experience including work at major Wall Street firms. We believe that a long-term, successful financial strategy requires 2 critical elements - a competent investment plan and a confident, informed client. An informed client is so critical to success that we go out of our way to help educate clients about investing so that they can confidently weather the occasional storms that the markets endure from time to time.

Learn more about us.

___ ___-___-____ ___

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...