$75MM AUM | $525 GDC in Huntsville, AL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Huntsville, AL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$525.00
# of Accounts
700
Avg Client Age
60
Overview

We are in expansion mode and looking to buy or merge with advisors who need scale or nearing retirement. We are a full service independent investment office with multiple advisors offering brokerage, advisory, life insurance and annuity products and services. Founded in 1995 in Huntsville, AL. Credentials: CERTIFIED FINANCIAL PLANNER® professional, Certified Kingdom Advisor® and Certified Insurance Counselor.

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