$175MM AUM | $1 GDC in Chattanooga, TN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Chattanooga, TN, US
Fee 0% Commission 100%
Gross Revenue
$1.00
# of Accounts
400
Avg Client Age
50
Overview

We are a growing RIA firm that focuses on high net worth individuals. Our core principal is ethics and we use a team based approach for investments and financial planning. We have deep operational infrastructure and are looking to grow both organically and through succession planning for other advisors.

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