$11MM AUM | $235,000 GDC in Mills River, NC

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Seller
Location
Mills River, NC, US
Fee 0% Commission 100%
Gross Revenue
$235,000.00
# of Accounts
60
Avg Client Age
65
Trailing Net Profit 12 Month
$150,000
Trailing Recurring Revenue 12 Month
$5,000
Clients in 100 Mile Radius
99
Time Frame to Sell
0
Purchase Options
  • Cash
Overview

Small Investment Firm located in North Carolina. Ideally would like to find a buyer for the practice by the end of 2014. Mostly A share mutual funds and variable annuities. Flexible on price for the right buyer. There is no Broker Dealer or RIA transition in order to acquire the practice.

Business Mix Info

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