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Financial Advisor   

$975MM AUM | $2.9MM GDC in Tupelo, MS

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Tupelo, MS, US
12 Month Gross Revenue
$2,900,000
Number of Accounts
440
Avg Client Age
58

Overview

We are rapidly growing CEFEX Certified, RIA. Organic growth over past 5 years from $250MM to $975MM. We also did fiduciary consulting on $1.2 billion in AUM in 2016. 50% private clients, 24% retirement plan services, 25% nonprofits. Looking to buy or merge with like-minded individuals or firms.

 
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