$45MM AUM | $350,000 GDC in Hickory, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Hickory, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$350,000.00
# of Accounts
300
Avg Client Age
58
Overview

We are a retirement planning firm providing a high-level of service to our clients and interested in acquiring other select like-minded firms.

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