$86MM AUM | $622,000 GDC in Lafayette, LA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Lafayette, LA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$86,000,000.00
Gross Revenue
$622,000.00
# of Accounts
225
Avg Client Age
63
Overview

I am interested in buying a book of business that is a right fit for my investment approach. I would consider joining a practice to become the successor within a certain time frame. Fee-based practice would be ideal but not a deal breaker.

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