$200MM AUM | $2MM GDC in Hattiesburg, MS

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Hattiesburg, MS, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
600
Avg Client Age
55
Overview

We are an RIA firm seeking to expand throughout the Southeast. We have offices in Hattiesburg, MS, Clearwater, FL and Vero Beach, FL. We would like to expand into AL, GA, and the panhandle of Florida as well. We also have interest in adding others to our current locations.

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