$120MM AUM | $700,000 GDC in Raleigh, NC

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Raleigh, NC, US
Listing Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$700,000.00
# of Accounts
400
Avg Client Age
65
Overview

30 years+ as a CFP and APMA delivering comprehensive financial advice, wealth management, and estate planning for individuals. Retirement plans and 401k and 403 for organizations. Looking to purchase outright retiring advisors, and also looking for younger advisors to join me or bring in for succession.

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