Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
273 days old
General
Location
Greensboro, NC, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$135,000,000.00
Gross Revenue
$540,000.00
# of Accounts
400
Avg Client Age
55
Overview

SEC Registered IRA with 3 advisors in Greensboro and Wilmington. 100% fee based asset management with client accts custodied at Charles Schwab.

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