$37MM AUM | $360,000 GDC in Carrollton, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Carrollton, GA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$37,000,000.00
Gross Revenue
$360,000.00
# of Accounts
210
Avg Client Age
59
Overview

Investment management and financial planning practice. Interested in growing my practice and developing a succession plan.

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