$3MM AUM | $15,000 GDC in Memphis, TN

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Memphis, TN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$15,000.00
# of Accounts
30
Avg Client Age
42
Overview

A state registered RIA that invests in either mutual funds/ETFs and/or in-house created specialized indexes for individuals or institutions. While small, we are growing monthly to add to our client base.

I hope to develop additional relationships while potentially finding other firms to either acquire or merge depending on the relational and strategic vision of the firms historically or going forward.

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