Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Baton Rouge, LA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$1,550,000.00
# of Accounts
900
Avg Client Age
60
Overview

Looking to acquire a practice or expand our territory through mergers.. We offer a unique practice that has affiliations with a medium size CPA firm and also a human resources and benefits firm. We provide financial planning services for a fee, investment management and a full service retirement plan group.

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