$10MM AUM | $96,000 GDC in Tampa, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Tampa, FL, US
Fee 0% Commission 100%
$96,000
Gross Revenue
20
# of Accounts
55
Avg Client Age
Overview

We are a wealth management firm in the Tampa Bay area that specializes in financial planning and asset protection for physicians and small business owners. We are all independent advisors on a team. I am looking for options to expand my practice through purchase of a book of business.

Extended Profile Information

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