$185MM AUM | $1.1MM GDC in Atlanta, GA

Market
RIA
Member Level
Basic
Last Activity
this week
General
Location
Atlanta, GA, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$185,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
400
Avg Client Age
55
Overview

We are an RIA looking to grow our business via acquisitions, hiring advisers, as well as being a 3rd party manager for other advisers. For advisers looking for continuity or a long-term transition, we can plan a more customized strategy than the boilerplate roll-up firms.
We manage both Equity/Bond SMA's and several ETF strategies. We have an award winning equity strategy that can be marketed to both HNW individuals and institutions.
We also have a 401k advisory business and financial planning.

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