$50MM AUM | $560,000 GDC in Matthews, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Matthews, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$560,000.00
# of Accounts
160
Avg Client Age
55
Overview

Rutledge Financial Partners is a hybrid RIA that offers private wealth management services, including , investment management, financial planning and insurance solutions. We are interested in growing this practice by recruiting advisors, and/or through mergers & acquisitions onto our platform.

If you are interested in being a part of a growing firm, or if you would like to transition out of business and leave your clients in the best hands possible, please contact us. We would be honored to speak with you and to help you take your business where you want it to go.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...