$250MM AUM | $2.5MM GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Atlanta, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
350
Avg Client Age
45
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.

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