$170MM AUM | $1.2MM GDC in Fort Myers, FL

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Fort Myers, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
1,434
Avg Client Age
65
Overview

We are a full service financial planning and investment management firm that would be interested in purchasing another firm.

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