Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Tampa, FL, US
Profile Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,080,000.00
# of Accounts
112
Avg Client Age
45
Overview

Our firm is a client-centric RIA focusing on holistic wealth management planning looking to work with like-minded financial professionals who are interested in selling their practice or someone in the retirement and/or succession planning phase of their career in the Tampa, FL and Asheville and Charlotte, NC areas with AUM no less than $20MM.

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