$100MM AUM | $950,000 GDC in Atlanta, GA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Atlanta, GA, US
Fee 0% Commission 100%
Gross Revenue
$950,000
# of Accounts
500
Avg Client Age
62
Overview

We're a wealth management team hoping to find RIA book to buy or integrate (bring advisor on or a work-out deal) similarly positioned books. 80% of business is RIA and looking to continue to migrate all B/D over to RIA. Only 10% is insurance/annuity and 10% B/D and to increase insurance business. May eventually open our own RIA but not for at least 12 months

Extended Profile Information

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