$12MM AUM | $125,000 GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Atlanta, GA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$125,000.00
# of Accounts
99
Avg Client Age
55
Overview

CPA working as Investment Advisor; looking to merge or join a larger firm to leverage collective expertise and achieve economies of scale. This partnership with allow us to accelerate growth in assets and enhance the client experience.

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