Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Fort Myers, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$170,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
1,100
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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