$300MM AUM | $1.4MM GDC in Tampa, FL

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Join A Practice
Location
Tampa, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
1,175
Avg Client Age
60
Overview

Our firm is a hybrid RIA with focus on managed money. Our objective is to find firms or individuals who are interested in joining our firm. We would provide turn key operation and bring operating efficiencies in an independent environment.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...