Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Alpharetta, GA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$500,000.00
# of Accounts
750
Avg Client Age
60
Overview

Our financial advisory practice is looking to grow through acquisition of similar practices. We have the capital and flexibility to customize terms for different situations. Our market is primarily composed of the communities north of Atlanta including Dunwoody, Johns Creek, Duluth, Alpharetta, Roswell, Woodstock, Cumming, Canton and Cartersville. We operate inside of a regional bank.

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