$5MM AUM | $2MM GDC in Charleston, SC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Charleston, SC, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
200
Avg Client Age
55
Overview

We are a full service financial planning firm dealing primarily with high net worth business owners. We want to expand our practice in the money management field through practice acquisition in The Charleston SC area

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