Market
Advisor/RIA
Member Level
Lite
Last Activity
within 3 months
General
Location
Birmingham , AL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$1.00
# of Accounts
400
Avg Client Age
55
Overview

Established in 1988, we are an independent Registered Investment Advisor that offers wealth and investment advisory services throughout the U.S. We are interested in acquiring a fee based practice that is similar to ours in scope of service and we offer a succession opportunity for a potential advisor retiree or an advisor who would like to manage money but requires an established firm/ infrastructure to work with.

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