Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Atlanta, GA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
75
Avg Client Age
50
Overview

Fee-based RIA focused 70% on sustainable and social-impact investment management and 30% on traditional investment relationships. The first Certified B Corporation wealth manager in the Southeast.

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