$85MM AUM | $850,000 GDC in Advance, NC

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
Advance, NC, US
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
1,200
Avg Client Age
60
Overview

Would be looking to acquire Hybrid RIA/b-d from advisor retiring or relocating. Looking for sustainable book with $50Mm minimum assets

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