$120MM AUM | $1.1MM GDC in Sarasota, FL

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Sarasota, FL, US
Fee 0% Commission 100%
$1,100,000
Gross Revenue
750
# of Accounts
72
Avg Client Age
Overview

I have a mostly fee based practice with over 120 million dollars under management. I am looking to possibly buy a practice or work on a succession plan with a advisor that is looking to retire in the next couple years.

Extended Profile Information

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