$30MM AUM | $200,000 GDC in Raleigh, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
100
Avg Client Age
55
Overview

We are primarily a fee based firm looking to grow thru acquisition. Our focus is on service, not sales, and the average age of our advisors is in the low 40's which provides comfort to our clients that we won't be retiring soon.

Extended Profile Information

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