$115MM AUM | $1MM GDC in Alpharetta, GA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Alpharetta, GA, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
450
Avg Client Age
50
Overview

We are SEC registered RIA-only. We are looking to acquire practices, specifically for those looking for a smooth process in joining a firm to transition clients and phase out of the business.

Extended Profile Information

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