$32MM AUM | $200,000 GDC in Pinehurst, NC

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
41 days old
General
Compatibility
Location
Pinehurst, NC, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
361
Avg Client Age
60
Overview

$32MM AUM / $200K Gross Revenue / My book of business is primarily comprised of Managed Funds. I have my clients invested in Annuities, Mutual Funds and Equities. I manage 105 households and 67% of my revenue generated is fee based.

I'm looking to succeed my business in 2020.

My ideal candidate would be a client centered advisor with a nice compliance record. The preferred advisor would also currently be within the LPL brokerage and reside within 25-100 miles from my current location.

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