$184MM AUM | $1.1MM GDC in Kennesaw, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Kennesaw, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,060,000.00
# of Accounts
600
Avg Client Age
62
Overview

Our business focuses on holistic financial planning and investment management. We have helped other advisors with their succession plans on three different occasions all with a focus on helping the client first.

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