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

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Hickory, NC, US
Listing Type
Buyer
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...