$2,200MM AUM | $23MM GDC in Various, GA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Various, GA, US
Fee 0% Commission 100%
$23,000,000
Gross Revenue
25,000
# of Accounts
55
Avg Client Age
Overview

We have Independent Advisor Offices all over the United States (NOT just Georgia). Many of them are looking to buy or merge practices into their own, and many of them are looking for younger advisors to plug into a Succession Plan and eventually take over their practices. We also specialize in plugging advisors into the baby boomer market. We have various opportunities and would love the opportunity to discuss in more detail.

Extended Profile Information

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