$250MM AUM | $250,000 GDC in Charleston, SC

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
185 days old
General
Location
Charleston, SC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$250,000.00
# of Accounts
40
Avg Client Age
60
Overview

Experienced private and independent advisory firm seeking strategic purchase of a book that aligns with HNWI demographics.

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