$10MM AUM | $78,000 GDC in Marietta, GA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Compatibility
Location
Marietta, GA, US
Listing Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$78,000.00
# of Accounts
25
Avg Client Age
50
Overview

Firm is a state (GA) registered RIA. Focus is on equity portfolio management for clients. Portfolios managed in house. 2 equity portfolios; one focused on large cap stocks and the second focused on dividend income. A 3rd portfolio utilizing ETFs is asset class based.

What I hope to accomplish through SL comprises 3 objectives-
- Acquisition of similar RIA business with a focus on portfolio management and fee based business
- Partner with another RIA to expand scope of product offering and grow AUM
- Develop a succession relationship with a RIA nearing retirement

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