$350MM AUM | $3.5MM GDC in Raleigh, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Raleigh, NC, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$3,500,000.00
# of Accounts
600
Avg Client Age
56
Overview

Multi-city NC firm interested in purchasing like minded firms.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...