$33MM AUM | $250,000 GDC in Cumming, GA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Successor
Location
Cumming, GA, US
Fee 0% Commission 100%
$250,000
Gross Revenue
170
# of Accounts
53
Avg Client Age
Overview

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

Has Office Space to Share in Suwanee, GA

We have a single furnished office available in our suite, located in a convenient, highly-visible professional office park. The suite also has a reception area, conference room, break area, restroom, and sufficient parking.

Contact to discuss details
 
Extended Profile Information

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