Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
394 days old
General
Location
Birmingham, AL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
75
Avg Client Age
60
Overview

We are a fee only financial planning and investment management firm owned by a lCPA firm. We are interested in buying firms and possibly transitioning other RIAs into our book of business when it is a proper cultural fit.

Additionally, we offer back office services to RIAs through another company of ours. We are looking to significantly grow that business as well.

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