$100MM AUM | $700,000 GDC in Charlotte, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Charlotte, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$700,000.00
# of Accounts
500
Avg Client Age
60
Overview

We are a hybrid RIA through IAA and LPL with 30 yrs combined experience and a non-practicing attorney and CFP.

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