$125MM AUM | $1.2MM GDC in Atlanta, GA

Market
Advisor
Member Level
Lite
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Atlanta, GA, US
Fee 0% Commission 100%
$1,160,000
Gross Revenue
1,000
# of Accounts
62
Avg Client Age
Overview

I am a Certified Financial Planner with a Wealth Management and Financial Planning Firm in Atlanta, Georgia. We are looking to purchase and/or merge / affiliate with other successful business owner's in the South East who might be looking to retire in the next five years, but wants to get top dollar for the sale of their practice.

Extended Profile Information

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