$60MM AUM | $525,000 GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
436 days old
General
Compatibility
Location
Atlanta, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$525,000.00
# of Accounts
350
Avg Client Age
60
Overview

Actively looking to grow business through acquisitions of similar practices. We are a member of a larger group of practices with a disciplined in-house portfolio management process with decades of combined experience.

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