$24MM AUM | $180,000 GDC in Durham, NC

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Seller | Merge | Succession | Continuity
Location
Durham, NC, US
Fee 0% Commission 100%
$180,000
Gross Revenue
145
# of Accounts
60
Avg Client Age
Overview

I am interested in identifying a successor for my fee-based financial planning practice with transition to be completed within the next five years. I am also interested in arranging use of professional conference room space in west side of Durham for client meetings when my own office lease ends in late 2018.

Extended Profile Information

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