$25MM AUM | $300,000 GDC in Greenville, SC

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
Greenville, SC, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
200
Avg Client Age
58
Overview

We are growing and adding like minded advisors. Currently we are expanding our offerings by adding tax prep and insurance to our clients.

If you are looking to join and still be independent or looking for a successor or to sell Contact us.

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