$168MM AUM | $1.2MM GDC in Greenville, SC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Greenville, SC, US
Fee 0% Commission 100%
$1,225,000
Gross Revenue
2,028
# of Accounts
60
Avg Client Age
Overview

We are a family owned practice that seeks to treat our clients like family. We are seeking to make a larger upstate SC presence. Also, we would like to expand our fee-based presence.

Extended Profile Information

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