$30MM AUM | $300,000 GDC in Brentwood, TN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Brentwood, TN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
240
Avg Client Age
57
Overview

We are a state registered RIA firm. We help our clients achieve their goals through financial planning and asset management. We are primarily a fee based firm.

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