$26MM AUM | $250,000 GDC in Huntersville, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
891 days old
General
Location
Huntersville, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$26,000,000.00
Gross Revenue
$250,000.00
# of Accounts
60
Avg Client Age
65
Overview

High integrity, high service, financial planning practice looking to serve more clients through practice acquisition, merger or providing succession opportunity. Open to maintaining and staffing multiple offices.

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