$70MM AUM | $525,000 GDC in Nashville, TN

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Nashville, TN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$525,000.00
# of Accounts
100
Avg Client Age
63
Overview

The business is a 1-man shop focused on individual security analysis. However, the firm has a joint venture with a larger (6x) firm. The combined entity is looking to acquire or, more preferably, to merge with or otherwise bring in investment talent to add to our team.

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