Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Birmingham, AL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$321,000,000.00
Gross Revenue
$1,850,000.00
# of Accounts
350
Avg Client Age
60
Overview

I am interested in opportunities to expand my teams' business thru acquisition of another practice or through merging with another practice. Ideal locations would be n the state of Alabama. Our business is primarily fee based, with a special concentration in employer retirement plans.

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