Market
RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
285 days old
General
Location
Franklin, TN, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$24,000,000.00
Gross Revenue
$170,000.00
# of Accounts
120
Avg Client Age
63
Overview

We are a local Franklin, TN RIA firm looking to grow our practice. Although we have gathered 24 million under management in a 2 year time period, we would like to accelerate our growth process.
We utilize a 3rd party Money Manager (Direct client access to 5 CFA Portfolio Managers) currently managing 2.3 Billion and the Custodian is TD Ameritrade.
We have 2 Advisors in our office with combined industry experience of approx. 40 years and additional support staff.

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