$35MM AUM | $300,000 GDC in Columbia, SC

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Columbia, SC, US
Fee 0% Commission 100%
$300,000
Gross Revenue
342
# of Accounts
61
Avg Client Age
Overview

Hybrid RIA/ BD looking to grow assets under management buy acquiring books of business through purchase or sun setting of an advisor. We have extensive financial planning capabilities as well as insurance. CFP and CIMA certified. Combined 60+ years in the business.

Extended Profile Information

Loading...