$30MM AUM | $250,000 GDC in St. Petersburg, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
St. Petersburg, FL, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
75
Avg Client Age
60
Overview

We are a full service financial services firm. Almost 30 years experience as a CPA with a Masters in Taxation. We work with high income/net worth clients with a concentration of Physicians. In addition, a licensed CFP, both life/health/variable annuity and property & casualty insurance licenses. We cover all forms of insurance, tax planning, tax compliance, accounting, and most of investment business is fee based working with retired or close to retirement clients

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...