$80MM AUM | $750,000 GDC in Charlotte, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Charlotte, NC, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$750,000.00
# of Accounts
400
Avg Client Age
55
Overview

TBFG is a financial planning, wealth advisory, and risk management firm. We have been providing personalized financial solutions to families and businesses since 1983. We are interested in exploring opportunities to purchase and/or merge with a quality firm that aligns with our standards of client care and business practices.

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