$130MM AUM | $1MM GDC in Raleigh, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Raleigh, NC, US
Listing Type
Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
106
Avg Client Age
57
Overview

Holistic financial planning service.
106 clients and $130 million AUM.
80% fee based and 20% commission based.

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