$126MM AUM | $800,000 GDC in Wesley Chapel, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Compatibility
Location
Wesley Chapel, FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
1,100
Avg Client Age
57
Overview

With 23 years with the same broker/dealer, I manage approximately $126m AUM from my Florida office with clients in and around Tampa, Florida and nine other states. I am interested in merging or purchasing an existing practice to mine and we have additional office space to accommodate this opportunity. For serious inquiries, contact our office or my personal cell phone at ___-___-____.

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