$51MM AUM | $454,000 GDC in Delray Beach, FL

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Delray Beach, FL, US
Fee 0% Commission 100%
Gross Revenue
$454,000
# of Accounts
400
Avg Client Age
62
Overview

I am an RIA with Schwab that is very experienced in purchasing and transitioning small firms. I have offices in Pittsburgh, San luis Obispo, Ca and Delray Beach, Fl. Very experienced going back to 1990 with a wonderful staff. Very customer centric. I believe i offer a lot to both a sellers clients and the seller himself in more than fair terms typically. Willing to provide proof of assets for purchase.

Extended Profile Information

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