$250MM AUM | $1.8MM GDC in Homestead, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Homestead, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,750,000.00
# of Accounts
1,100
Avg Client Age
55
Overview

We are a independent firm that manages portfolio's in a discretionary capacity for clients.

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