$26MM AUM | $325,000 GDC in Greenville, SC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Greenville, SC, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$325,000.00
# of Accounts
300
Avg Client Age
60
Overview

I came into the field , as most, very uninformed about how the industry works. This after establishing myself in another career for 11 years prior. Over the past 12 years, my business allowed me to complete an undergraduate degree, a Masters Degree and coursework for the CFP exam which I will take soon. I am now in a place to focus on business growth. I am looking to establish a multi-partner professional firm. Merging or buying is not a must but if a good fit presents itself, I would entertain it. I am not looking to leave my associated RIA or Custodian.

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