$600MM AUM | $4.8MM GDC in Jackson, MS

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Jackson, MS, US
Listing Type
Merge
Fee 0% Commission 100%
Gross Revenue
$4,800,000.00
# of Accounts
2,200
Avg Client Age
57
Overview

Our firm is primarily a fee based RIA with a significant practice in the qualified plan market. We are looking to grow both internally as well as through strategic acquisitions that are a good fit for both organizations.

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