$110MM AUM | $450,000 GDC in Alpharetta, GA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Location
Alpharetta, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
200
Avg Client Age
55
Overview

RIA practice with heavy planning; CFP/CPA who sold CPA practice in 2012 for 7 figures to concentrate on RIA practice. AUM is $100 million +
Interested in practices that are selling ( listing in Cumming Ga. is what prompted this registration) who have more fee base than commission.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...