$1,100MM AUM | $3.2MM GDC in Tupelo, MS

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Tupelo, MS, US
Fee 0% Commission 100%
$3,200,000
Gross Revenue
440
# of Accounts
58
Avg Client Age
Overview

We are rapidly growing CEFEX Certified, RIA. Organic growth over past 6 years from $250MM to $1.1 bilion. We also provided fiduciary services on $700MM for client assets in 2017. 50% private clients, 25% retirement plan services, 25% nonprofits. Looking to buy or merge with like-minded individuals or firms.

Extended Profile Information

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