Overview

Financial planning and investment management ensemble practice focusing on clients ages 35-60 with two offices in Atlanta (Buckhead & Alpharetta) doing $2.5MM of revenue per year looking to purchase practices under $50MM of AUM. Firm has a very strong national media presence which provides for hundreds of inbound leads per month. Firm also maintains one of the most well known financial blogs in the country.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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