Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
China Grove, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$650,000.00
# of Accounts
981
Avg Client Age
59
Overview

Full service financial planning firm with 20+ years in the business. I am interested in purchasing other smaller practices to grow my AUM. Current AUM $75,000,000 +

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