$250MM AUM | $2.3MM GDC in Franklin, TN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Franklin, TN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,300,000.00
# of Accounts
800
Avg Client Age
55
Overview

We are a young, vibrant practice looking to add more households to our existing practice. We have the staff capacity to bring in more clients and keep a strong, financial planning relationship with each.

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