$86MM AUM | $350,000 GDC in Raleigh, NC

Market
Advisor
Member Level
Lite
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
190
Avg Client Age
50
Overview

We are a fee only investment advisor and work with families, corporate retirement plans, and foundations. My goal on the site is to explore opportunities to buy other practicies.

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