$250MM AUM | $1MM GDC in Durham, NC

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Durham, NC, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# 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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