$18MM AUM | $165,000 GDC in North Central, SC

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
North Central, SC, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$165,000.00
# of Accounts
160
Avg Client Age
66
Overview

Well into transitioning to a fee based model.
Looking for partners for an RIA and possibly a B/D.

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