$55MM AUM | $700,000 GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
394 days old
General
Compatibility
Location
Atlanta, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# of Accounts
250
Avg Client Age
60
Overview

I am looking to grow my practice through an acquisition where I can incorporate the highest level of service with tailored strategies in the following areas: financial planning, estate planning, investment management, insurance, and long term care. I hold licenses in almost every state in the country. I have a very high retention ratio and pride myself on the strong, long term relationships I have created over the past 21 years in the industry.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...