$102MM AUM | $1MM GDC in Weston, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Weston, FL, US
Fee 0% Commission 100%
$1,043,638
Gross Revenue
1
# of Accounts
61
Avg Client Age
Overview

We are a financial planning and wealth management practice with three fully licensed advisors and two CFPs with offices located in Weston, FL and Atlanta, GA. We are activity pursing opportunities to acquire practices of retiring financial advisors in Broward County Florida.

Extended Profile Information

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