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Financial Advisor   

$300MM AUM | $1.6MM GDC in Birmingham, AL

Member Level
Basic
Last Activity
this week

Business Mix:

5% Comm
95% Fee

General

Location
Birmingham, AL, US
12 Month Gross Revenue
$1,600,000
Number of Accounts
400
Avg Client Age
60

Overview

Been in the business over 20 years and firm has been around for 15. Corp RIA that focuses almost exclusively on fee based management and planning. Looking for opportunities to buy or merge practices, ultimately creating a continuity plan.

 
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