$250MM AUM | $1.7MM GDC in Mobile, AL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
374 days old
General
Location
Mobile, AL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
500
Avg Client Age
60
Overview

We run a practive that caters to HNW clients from all walks of life- medical field, small business owners, corporate execs, and professional athletes. I am 41 and looking to continue to grow my practice, perhaps through acquisitions.

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