$125MM AUM | $1.2MM GDC in Lake Mary, FL

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Lake Mary, FL, US
Fee 0% Commission 100%
$1,200,000
Gross Revenue
321
# of Accounts
55
Avg Client Age
Overview

We manage comprehensive financial, investment, and estate planning needs for a select group of families and business owners. Our mission is to improve the lives of our clients by giving them clarity about their finances and by helping them make wise choices in reaching their financial goals and dreams.

We are looking for opportunities to expand our practice through acquisition of businesses with like-minded advisors.

Extended Profile Information

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