$35MM AUM | $250,000 GDC in Cooper City, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Cooper City, FL, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$250,000.00
# of Accounts
175
Avg Client Age
63
Overview

Planning based business based on deep understanding of clients objectives, challenges, opportunities. Very creative consulting solutions to address client situations. I am looking for a merge/partnership situation for growth over next 5 - 10 years and succession thereafter. I have extra office space for 2 additional advisers.

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