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Financial Advisor   

$275MM AUM | $1.3MM GDC in Chapel Hill, NC

Member Level
Premier
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Chapel Hill, NC, US
12 Month Gross Revenue
$1,300,000
Number of Accounts
450
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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