$1,000MM AUM | $1,000MM GDC in Charlotte, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Charlotte, NC, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000,000
# of Accounts
1
Avg Client Age
1
Overview

Discretionary managed investment book, including financial planning. Looking to build book through acquisitions.

Extended Profile Information

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