$12MM AUM | $75,000 GDC in Wrightsville Beach, NC

Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
Listing Age
24 days old
General
Compatibility
Location
Wrightsville Beach, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$75,000.00
# of Accounts
170
Avg Client Age
44
Overview

Independent advisor attached to hybrid RIA. Focus of comprehensive financial planning.

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