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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
$2,440,000.00
# of Accounts
2,508
Avg Client Age
53
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.

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