$45MM AUM | $300,000 GDC in St Petersburg, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
St Petersburg, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
400
Avg Client Age
60
Overview

My main goal is to identify practices that are a good fit for our office to expand our financial planning services and unique portfolio management investment model.

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