Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Ocean Springs, MS, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$208,680,859.00
Gross Revenue
$1,900,000.00
# of Accounts
1,136
Avg Client Age
60
Overview

An experienced long term practice. In the areas of planning and wealth management, primarily from a fee based perspective. Looking for moderate, planned growth by gathering new clients from a referral basis as well as considering purchasing quality small practices from retiring advisers.

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