$4.5MM AUM | $45,000 GDC in Marietta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
578 days old
General
Location
Marietta, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$4,500,000.00
Gross Revenue
$45,000.00
# of Accounts
45
Avg Client Age
50
Overview

Independent financial planning firm offers fee-based financial services dedicated to providing hands-on advice, service, and support. The firm focuses on Financial Planning and Portfolio Creation/Management. Firm uses NTF mutual funds only.

Looking to purchase another fee-based firm that has approximately $5M - $10M in AUM.

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