$140MM AUM | $1MM GDC in Maitland, FL

Market
Advisor/RIA
Member Level
Lite
Last Activity
this week
General
Location
Maitland, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

I am also a CPA & CFP and bring that knowledge to my clients. I have a better than 95% retention rate for clients of acquired firms. I have a unique firm composition in that I am the only producer / advisor with a staff of 6 to support my clients. Besides myself, two of my staff are also CFP's.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...