$40MM AUM | $400,000 GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
331 days old
General
Compatibility
Location
Atlanta, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
56
Overview

Financial Planning & Wealth Management services located in downtown Atlanta. Affiliated with Raymond James independent advisory

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