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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Alpharetta, GA, US
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.

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