Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Raleigh, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$210,000,000.00
Gross Revenue
$2,900,000.00
# of Accounts
500
Avg Client Age
55
Overview

We are a fast growing, SEC registered, independent RIA. Founded in 1986, we serve closely held businesses and high net worth individuals nation wide. We have advisors on both east and west coasts. The partners of this firm are also co-founders of one of the fastest growing RIAs in the United States with over $10 Billion in AUM as of 1/1/2020. We are holistic, financial planning based advisors with a fully integrated technology platform. Credentials include MBA, CFP, CLU & ChFC.

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