Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Huntersville, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$650,000,000.00
Gross Revenue
$4,000,000.00
# of Accounts
2,500
Avg Client Age
63
Overview

RIA with $650 million in assets and 800 clients. We manage all assets in-house in 6 proprietary equity portfolio strategies and we also manage fixed income portfolios using individual securities. We have 6 investment professionals and eighteen employees overall.

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