$6MM AUM | $35,000 GDC in Gladys, VA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Gladys, VA, US
Fee 0% Commission 100%
Gross Revenue
$35,000.00
# of Accounts
30
Avg Client Age
50
Overview

We are an independent advising firm in Raleigh, NC/Gladys, VA looking to acquire firms and/or help advisors with succession planning. The firm has been around since the mid 80's. We are experienced in acquiring books of business and succession planning.

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