$220MM AUM | $1.3MM GDC in Sarasota, FL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Sarasota, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,300,000
# of Accounts
300
Avg Client Age
70
Overview

Our holistic approach is based on financial planning and conservative investing. We are looking to buy or merge with an existing practice with similar values.

Extended Profile Information

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