$15MM AUM | $100,000 GDC in Surfside Beach, SC

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
374 days old
General
Location
Surfside Beach, SC, US
Listing Type
Seller
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$100,000.00
# of Accounts
15
Avg Client Age
50
Overview

Seeking to completely sell book of business and retire. Seeking to identify a successor in the next year.

The ideal candidate has between 10 - 20 years of experience, has a series 65, and is familiar with stocks, bonds, and managed accounts. Seeking candidates with an established practice in the states of South Carolina and/or Georgia.

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