$135MM AUM | $1.4MM GDC in Cary, NC

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
446 days old
General
Location
Cary, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$135,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
235
Avg Client Age
58
Overview

I am a growing wealth manager working as part of a team in a mature Wealth Management practice. I have over 14 years of experience working with high net worth clients. I am fully Licensed and a CFP holder. Our practice is focused on comprehensive wealth management - with a strong focus on financial planning. I am interested in acquiring a practice or helping an adviser identify and design their prefer exist from the business. I consider myself to be flexible and open-minded to the variety of options/strategies when it comes to purchasing a practice. I'm looking for a win-win situation that ultimately benefits all parties involved - including the clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...