Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Memphis, TN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000.00
Gross Revenue
$1,250,000.00
# of Accounts
300
Avg Client Age
50
Overview

We are a boutique wealth management firm offering comprehensive services to a HNW clients. We are interested in growing our business by acquiring or merging with other advisors. We have access to significant capital and are also willing to act as a long-term succession plan for other advisors.

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