Market
RIA
Member Level
Chalice
Last Activity
within 2 months
Profile Age
41 days old
General
Location
Greensboro, NC, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$225,000,000.00
Gross Revenue
$1,130,000.00
# of Accounts
350
Avg Client Age
59
Overview

Financial Transparency has grown from a start up firm to $225 million in AUM, since inception in 2018. We work with advisors around the country, and are looking to expand our business through book of business acquisition, as well as merging additional advisors into our firm. Our experience in successfully purchasing and transitioning advisory business, we believe is important to advisors considering retirement. We work with independent advisors who are also committed to truly looking out for their clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...