$15MM AUM | $140,000 GDC in Woodstock, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Woodstock, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$140,000.00
# of Accounts
52
Avg Client Age
58
Overview

I'm an independent Fee Only RIA in the Atlanta area that is looking to purchase up to a $30M AUM Fee Only RIA in the Atlanta metro area.

I currently do all of my clearing through Fidelity.

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