$65MM AUM | $1.4MM GDC in Baton Rouge, LA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Baton Rouge , LA, US
Fee 0% Commission 100%
$1,400,000
Gross Revenue
180
# of Accounts
62
Avg Client Age
Overview

My firms focuses on a high level of client interaction and service. We are highly independent and are focused on continuing to learn , question and innovate our process. Goal is to be at 150 AUM in 4 years. We would considering purchasing another firm if it were in Baton Rouge, Lafayette, or New Orleans.

Extended Profile Information

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