$280MM AUM | $1.6MM GDC in Winston-Salem, NC

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Winston-Salem, NC, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000
# of Accounts
450
Avg Client Age
59
Overview

We operate as a multi-family office model. We are fee only and advise on the entire family wealth matters. We have an attorney, 2 CPA's, 3 wealth managers/planners, and a client service liaison. We would be interested in acquiring other like minded practices in our region of North Carolina as well as in the Jupiter, FL area where the principal of Timonier has a personal residence. We would also consider a merger if the firm was of similar philosophy that would enable both firms cost efficiencies as well as scale-ability. We are always open to interviewing new associates with professional designations in CPA, CFP, and other formal credentials in tax and financial planning. We only consider those with the highest integrity and morality and who know that we live in a world that is completely connected. All others please pass us by.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...