$5MM AUM | $30,000 GDC in Winter Springs, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Winter Springs, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$30,000.00
# of Accounts
30
Avg Client Age
45
Overview

Property & Casualty Insurance Agency along with Managed Money and Business Succession Planning for small businesses.

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