$200,000 AUM | $1MM GDC in Durham, NC

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Durham, NC, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
1,200
Avg Client Age
50
Overview

We are interested in adding value to clients by offering asset management as well as holistic financial planning opportunities. We are also interested in adding leverage to other advisors by teaming up. Our strategic plan is to grow through organic growth as well as mergers and acquisitions from 1 mil of GDC to 2 Mil by 2020.

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