$135MM AUM | $1.1MM GDC in Covington, LA

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Covington, LA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$135,499,000.00
Gross Revenue
$1,076,000.00
# of Accounts
575
Avg Client Age
54
Overview

Our group would like to find and potential practice to merge with. We are looking for practices to join our firm BEAM Asset Management and and build a model wealth management firm.

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