$150,000 AUM | $1.5MM GDC in Hickory, NC

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Hickory, NC, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
750
Avg Client Age
62
Overview

Providing financial planning and investment management out of the Western North Carolina area.

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