$150MM AUM | $1.5MM GDC in Hoover/Roswell Ga, AL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Hoover/Roswell Ga, AL, US
Listing 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...