$90MM AUM | $450,000 GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Atlanta, GA, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$450,000.00
# of Accounts
1,000
Avg Client Age
43
Overview

We are young firm that does comprehensive planning. We are looking to grow both organically and through acquisitions. Our practice is moving toward higher fee revenue with less dependence on commission sales. Would like to find individuals that are looking to retire and for a young well managed team to take over servicing their client base.

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