$34MM AUM | $250,000 GDC in Chattanooga, TN

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Chattanooga, TN, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
60
Avg Client Age
55
Overview

Fee-only investments (IAR) with some life business looking to grow and expand by purchasing, merging or becoming a succession plan for another firm. Most clients are in the Chattanooga, TN area, but some are nation wide. I am interested in the Chattanooga, Nashville, Knoxville and Atlanta areas. Owner is a CPA but only provides tax work for wealth management clients (but is in the office with a CPA firm). RIA is based out of Atlanta, GA.

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