$20MM AUM | $160,000 GDC in Boca Raton, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Boca Raton, FL, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$160,000.00
# of Accounts
65
Avg Client Age
60
Overview

transactional law firm and cpa firm. large estate and trust practice and tax preparation.
the RIA practice manages money for clients and invests mostly in stocks and bonds.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...