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

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Seller | Merge | Succession | Continuity
Location
Durham, NC, US
Fee 0% Commission 100%
Gross Revenue
$180,000.00
# of Accounts
145
Avg Client Age
60
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...