$70MM AUM | $700,000 GDC in Charlotte, NC

Market
Advisor/RIA
Member Level
Lite
Last Activity
this week
General
Location
Charlotte, NC, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$700,000.00
# of Accounts
50
Avg Client Age
55
Overview

RIA specializing in equities and risk management. I am looking for someone with an existing book of business that can be merged into my firm. This is an opportunity for someone who wants to build a business together for the next 10-20 years with an eye to becoming a Partner in the business. I am looking for an entrepreneurial type who has a successful record of business development.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...