$70MM AUM | $500,000 GDC in Charlotte, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Charlotte, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$500,000.00
# of Accounts
150
Avg Client Age
55
Overview

Looking to acquire local practices that want to partner with established full financial services firm.

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