$1,800MM AUM | $10MM GDC in Charlotte, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Charlotte, NC, US
Fee 0% Commission 100%
Gross Revenue
$10,000,000.00
# of Accounts
3,000
Avg Client Age
66
Overview

We are a fee only RIA in business since 1980 with $1.8 billion AUM. Looking to acquire or merge with existing firms.

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