Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Gainesville, GA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$2,300,000.00
# of Accounts
800
Avg Client Age
57
Overview

We are a hybrid wealth management and financial planning firm with our own RIA and a broker dealer relationship. We have a knowledgeable operations and advisory staff. We can provide the tools and resources to help you stimulate growth, strengthen your business, and provide proactive leadership planning. We are seeking opportunities with other firms to create an ensemble practice or to buy a practice.

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