Columbia Practice For Sale

Practice For Sale – Columbia, South Carolina


– AUM: $50,000,000
– Recurring Revenue: $572,000
– Number of Accounts: 60
– Client Age Distribution : 0-59 (54%), 60-69 (30%), 70-79 (5%), 80+ (11%)

Young Principal with 17+ years of industry experience in regulatory, management, and wealth management is looking for a creative and mutually beneficial selling arrangement. Flexibility in transition timeframe and integration of book to maximize the client experience and buy/sell profitability.

Certified E-filer, valuation experience along fund structure expertise combined with successful fund level audit as well as with PBGC for defined benefit pension plans.

This firm provides investment management, advisory & consulting services to Individuals, Funds, Charitable Organizations & Institutions.

The firm’s current structure provides opportunities for growth and services expansion.

This practice is located in the Columbia, SC area, less than 30 minutes from the State Capital building.

Curious to learn more?  Complete the form below.


© 2021 3xEquity, LLC. All rights reserved