Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
804 days old
General
Location
Roswell, GA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$210,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

Advisor Listing - $210MM AUM Looking for Purchase Opportunities in the Southeast. We have purchased three books of business and merged two books within the last 7 years. We are experienced in assimilating practices with our practice while maintaining a very high client retention rate.

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