$192MM AUM | $1.2MM GDC in Asheville, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Asheville, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$192,000,000.00
Gross Revenue
$1,215,000.00
# of Accounts
900
Avg Client Age
62
Overview

Full service advisory practice offering comprehensive financial planning and investment management to individuals, business owners and institutions.
Our goal is to grow through organic growth of new clientele as well as acquisitions of established practices.

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