Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Charlotte, NC, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$185,000.00
# of Accounts
72
Avg Client Age
63
Overview

We are an Independent Firm here in Charlotte, NC looking to acquire or merge with other firms in the area that are looking to create a succession plan.

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