Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Chapel Hill, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
500
Avg Client Age
62
Overview

We are an independent, fee-only RIA established in 1995. We have fairly aggressive growth plans and are open to making strategic acquisitions, tuck-ins, or talking about merger possibilities.

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