$20MM AUM | $400,000 GDC in Savannah, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
299 days old
General
Location
Savannah, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
48
Overview

Seeking an opportunity to purchase an establish wealth management practice in the greater Savannah/Hilton Head area. I am interested in books of $25M-$200M. My current team's value proposition is grounded in planning and behavior management. We value trust, community, and family.

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