$100MM AUM | $1MM GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
784 days old
General
Location
Atlanta, GA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
325
Avg Client Age
70
Overview

We have a tri-disciplinary practice with a law practice and a CPA practice all under one roof. We coordinate all three disciplines and clients just love it. This allows us to create and maintain Charitable Trusts which are a niche specialty for us. We are looking to expand our group of professionals through mergers and acquisitions in the north metro Atlanta area.

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