$30MM AUM | $300,000 GDC in St. Simons, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
227 days old
General
Location
St. Simons, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$300,000.00
# of Accounts
90
Avg Client Age
55
Overview

Full service advisor who will be bringing on a new local advisor in the near future, and am looking to purchase - not merge with - another practice. Do customized portfolios and planning for my .clients, as well as insurance when needed (this is a very small % of my business). Work with high net worth individuals, professionals and families

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