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

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Birmingham, AL, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# 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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