$55MM AUM | $500,000 GDC in Bluffton, SC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Bluffton, SC, US
Fee 0% Commission 100%
Gross Revenue
$500,000
# of Accounts
300
Avg Client Age
45
Overview

RIA firm in Bluffton, SC with clients in many different states and overseas. Firm is currently a team of three; two partners, and one relatively new adviser. We are currently testing the waters for any available acquisition opportunities. Our newest adviser would potentially lead the client relationships, with the merger being funded by the firm. He will have the CFP certification by June 2018.

Extended Profile Information

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