$91MM AUM | $650,000 GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Atlanta, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
100
Avg Client Age
60
Overview

Looking to grow my practice through acquiring / merging independent practices. 18+ Years of Experience, 25+ Year time horizon moving forward. Currently run a predominantly fee based business with an emphasis on comprehensive financial planning.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...