$370MM AUM | $2.4MM GDC in Raleigh, NC

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Raleigh, NC, US
Fee 0% Commission 100%
$2,440,000
Gross Revenue
2,508
# of Accounts
53
Avg Client Age
Overview

Growing RIA firm interested in mergers or buyouts that provide more scale for continuing to build out improved client servicing through technological and personnel development.

Extended Profile Information

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