$140MM AUM | $850,000 GDC in Columbus, GA

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Columbus, GA, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
650
Avg Client Age
60
Overview

I’m part of a process driven team looking for opportunities merge and grow a practice across multiple locations in Georgia, Alabama and Florida. We are open to merge conversations with the right person as an ongoing team member or as the eventual successor for someone looking to retire. We run mostly SMAs, managed mutual fund and ETF portfolios and culturally would be looking for someone who shares the same philosophy.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...