$170MM AUM | $1MM GDC in West Columbia, SC

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
West Columbia, SC, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$170,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
600
Avg Client Age
60
Overview

Fee based RIA only with 170,000,000 in AUM. Most all of these assets are in Dimentional funds.

The time horizon for succession is between 5 and 10 years away, not sooner.

Will entertain competitive bids for this Practice.

Terms are negotiable.

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