$18MM AUM | $120,000 GDC in Greensboro, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Greensboro, NC, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
12
Avg Client Age
40
Overview

Independent RIA. Working almost exclusively with 401(k) retirement plans. I'm looking to merge or buyout a small block of Retirement Plan business.

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