$165MM AUM | $1.2MM GDC in Gastonia, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Gastonia, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$165,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
1,200
Avg Client Age
60
Overview

I would hope to find small to mid size practices to acquire or work with them as a succession plan

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