$40MM AUM | $400,000 GDC in Cary, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Cary, NC, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
250
Avg Client Age
55
Overview

I am interested in pursuing successor opportunities by either purchasing an established book of business or joining a team working towards a succession plan.

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