$200MM AUM | $1.4MM GDC in Greensboro, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Greensboro, NC, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
328
Avg Client Age
57
Overview

Registered Investment Advisory firm with a 30 year history located in Greensboro, North Carolina and Lexington, Kentucky. Looking for potential acquisitions that are fee only and serve as a fiduciary for its clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...