$1.1B AUM | $6.5MM GDC in Winston-Salem, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Winston-Salem, NC, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$6,500,000.00
# of Accounts
5,500
Avg Client Age
60
Overview

We're looking to add/purchase practices/practitioners to our Investment Group. Allegacy Federal Credit Union is a $1.2 B credit union in North Carolina with an Investment Group that has an additional AUM of over $1 B.

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