$80MM AUM | $275,000 GDC in Miramar, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Miramar, FL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$275,000.00
# of Accounts
350
Avg Client Age
50
Overview

Looking to possibly purchase or merge my current book of business with a firm that makes sense to my business model. Looking for a balanced book that would is heavily fee based along with some commissions.

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