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

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge | Successor
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.

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