$300MM AUM | $1.5MM GDC in Chapel Hill, NC

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Chapel Hill, NC, US
Fee 0% Commission 100%
$1,500,000
Gross Revenue
500
# of Accounts
62
Avg Client Age
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.

Extended Profile Information

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