$450MM AUM | $2.5MM GDC in Atlanta, GA

Market
RIA
Member Level
Chalice
Last Activity
today
Listing Age
414 days old
General
Location
Atlanta, GA, US
Listing Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$450,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
700
Avg Client Age
58
Overview

Our firm, the East Paces Group, is an RIA that is focused on providing both financial planning solutions and portfolio management to independent advisors. We have a partnership with a hybrid broker-dealer that has given us access to some very unique investment opportunities for high net worth investors. We are able to offer advisors competitive payouts with a fully-functioning back office with compliance and operational support.

We also have a unique independent model that is perfect for advisors looking for a succession plan in the next 1-5 years, but may want to move with their clients and continue their business for some time pre-transaction. This gives us a lot of flexibility to make sure the clients are settled, and the advisor accomplishes his retirement goals as well.

Our team is interested in:

1.) Speaking with advisors looking to partner with a truly-independent RIA that has in-house investment management, financial planning services, and a staffed operations department to support their business.
2.) Advisors looking for a short to medium term succession plan. If it's a good fit, we will offer very competitive pricing.

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