$2MM AUM | $30,000 GDC in Winston-Salem, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Winston-Salem, NC, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$30,000.00
# of Accounts
10
Avg Client Age
60
Overview

We are an independent boutique investment advisory practice that is part of a 400 million practice and are looking to expand through acquisition or succession of a business that is fee based, customer focused, and service oriented.

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