Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Hoover/Roswell Ga, AL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
200
Avg Client Age
55
Overview

Multiple office/partner firm seeking to expand in the southeast. We can provide a smooth integration and eventual succession for advisors looking to exit their practices and take care of their clients. Locations in Georgia and Alabama, providing comprehensive wealth management services.

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