$245MM AUM | $1.5MM GDC in Rocky Mount, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
287 days old
General
Listing Type
Buyer
Location
Rocky Mount, NC, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
949
Avg Client Age
53
Overview

Most of our portfolios are made up of individual equities and fixed income investments. We do use ETFs in smaller accounts and we offer mutual fund portfolios for clients that prefer using products.

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