$53MM AUM | $540,000 GDC in Shallotte, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Shallotte , NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$53,000,000.00
Gross Revenue
$540,000.00
# of Accounts
314
Avg Client Age
65
Overview

I would be interested in buying a book in the Wilmington NC area. I currently have 53 million AUM. Maybe someone has a 25-50 million book is what I would like. My current book is mostly people who are retired avg household is 470,000

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