$200MM AUM | $1MM GDC in Savannah, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Savannah, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
250
Avg Client Age
58
Overview

Looking to acquire advisory businesses in Georgia

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...