$975MM AUM | $2.9MM GDC in Tupelo, MS
Member is Interested In:
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.