$30MM AUM | $375,000 GDC in Covington, LA

Temporarily closed to new inquiries.

This member is currently researching and engaging existing inquiries.
Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Covington, LA, US
Listing Type
Buyer | Seller | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$375,000.00
# of Accounts
267
Avg Client Age
59
Overview

Seeking opportunities to grow my practice through merger/acquisition/succession planning.

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