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Financial Advisor

$525MM AUM | $4MM GDC in Greensboro, NC

Member Level
Premier
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Greensboro, NC, US
12 Month Gross Revenue
$4,000,000
Number of Accounts
1,600
Avg Client Age
61

Overview

Fee-only firm with a strong emphasis on financial planning and disciplined investing. Capacity to acquire another firm looking for economies of scale or succession plan. Currently only 1 owner.

 

Has Office Space to Share in Greensboro, NC

We own our building and have additional square footage available

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