$26MM AUM | $175,000 GDC in Tarpon Springs, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Tarpon Springs, FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$26,000,000.00
Gross Revenue
$175,000.00
# of Accounts
102
Avg Client Age
65
Overview

Boutique CPA full-service financial planning and investment advisory firm, both and commission based, and already DOL Fiduciary level-compensation compliant. Use third-party managers. Clients are mostly HNW retirees. High-touch practice.

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