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

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Sarasota, FL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
750
Avg Client Age
72
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.

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