Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Marietta, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$600,000,000.00
Gross Revenue
$6,300,000.00
# of Accounts
2,000
Avg Client Age
58
Overview

Looking to acquire fee based firm with 20 to 250 million of AUM utilizing institutional mutual fund or ETFs. . Seller can remain or exit over time. Ideally, the firms investment strategies can integrate well with our technology and practice resources.

Business Mix Info

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Technology Solutions

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