$350MM AUM | $1.9MM GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Atlanta, GA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,900,000.00
# of Accounts
600
Avg Client Age
62
Overview

We are looking to grow our business through the addition of top quality people and acquisitions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...