$125MM AUM | $1.2MM GDC in Plantation, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Plantation, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000
# of Accounts
500
Avg Client Age
61
Overview

Fee only IRA with $125MM AUM. Passive investment style. Looking to add advisors.

Extended Profile Information

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