$50MM AUM | $300,000 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%
$300,000
Gross Revenue
250
# of Accounts
55
Avg Client Age
Overview

Financial planning, investment management and personal insurance service provider. I am looking for acquisitions in North Carolina to grow my company.

Extended Profile Information

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