$130MM AUM | $1.5MM GDC in Atlanta, GA

Market
Advisor
Member Level
Lite
Last Activity
today
General
Listing Type
Buyer
Location
Atlanta, GA, US
Fee 0% Commission 100%
Gross Revenue
$1,535,000
# of Accounts
150
Avg Client Age
58
Overview

Holistic fee based financial planning for corporate employees, small business owners, and professionals such as doctors and attorneys

Extended Profile Information

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