$26MM AUM | $230,000 GDC in Pinehurst, NC

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Continuity
Location
Pinehurst, NC, US
Fee 0% Commission 100%
Gross Revenue
$230,000.00
# of Accounts
109
Avg Client Age
58
Overview

Investment advisor coupled with holistic goals based financial planning located in Pinehurst, NC. 100% fee-only. Looking to partner with advisor in need of succession plan and looking to monetize their business as they transition out. We have highly credentialed advisors in our group who are extremely motivated.

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