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

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Kennesaw, GA, US
Fee 0% Commission 100%
Gross Revenue
$1,060,000
# 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.

Extended Profile Information

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