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

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Charleston, SC, US
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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