$15MM AUM | $250,000 GDC in Greenville, SC

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Greenville, SC, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
50
Avg Client Age
60
Overview

We are registered financial planners looking at the possibility of buying an existing practice. We are in Greenville, SC. We are RIA's and utilize managed money, FIA's and life insurance, along with estate planning and business planning.

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