$35MM AUM | $270,000 GDC in Cumming, GA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Cumming, GA, US
Listing Type
Buyer | Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$270,000.00
# of Accounts
130
Avg Client Age
53
Overview

Experienced CFP seeking to find an opportunity to merge with, join, or purchase other financial advisory practices.

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