$180MM AUM | $1.7MM 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
$1,700,000.00
# of Accounts
600
Avg Client Age
56
Overview

We are a small Private Wealth Management office in Chattanooga, Tennessee. There are three partners and 2 assistants, all of which work as a single practice and team. We have structured our business to focus on Financial Planning with a CFP in office, and our investment process is developed with the plan being the central driver.
Over the last few years, our office has decided to specialize in providing high end service to our high net worth clients. We have deliberately reduced our clientel to better serve our high net worth clients and are now looking to grow through better serving that specialized market.

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