$90MM AUM | $1.2MM GDC in Raleigh, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
228 days old
General
Compatibility
Location
Raleigh, NC, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,215,000.00
# of Accounts
525
Avg Client Age
60
Overview

A financial advisory firm working with individuals within 10 years from retirement or already in retirement. Our focus is on risk management and income planning.

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