$30MM AUM | $225,000 GDC in Raleigh, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
115 days old
General
Compatibility
Location
Raleigh, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$225,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

I am an independent financial planner that has been in business for 16 years, now looking to purchase a book of business compatible to my own. Ideally someone who has taken care of and maintained good relationships with their clients wishing for that to continue on as they exit the business.

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