Market
Advisor/RIA
Member Level
Basic
Last Activity
today
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.

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