$140MM AUM | $900,000 GDC in Tampa, FL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Location
Tampa, FL, US
Listing Type
Merge | Continuity | Buyer
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
500
Avg Client Age
65
Overview

We are an SEC Registered Investment Advisor looking to acquire or partner with other advisors/RIA's in the Tampa Bay area. We have been providing customized portfolio management and outsourced-CIO services to select advisory firms for over ten years. Our solutions allow advisors to focus on business development and managing client relationships. We are now looking to expand our foot print in the region.

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