$9MM AUM | $120,000 GDC in Cleveland, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Cleveland, GA, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$9,000,000.00
Gross Revenue
$120,000.00
# of Accounts
100
Avg Client Age
60
Overview

Fee-only, investment advisory, trust services. Seeking to grow my practice by acquiring another small practice in North Gerogia, along the gulf coast, or eastern seaboard FL, GA, SC, TX.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...