$690MM AUM | $3.9MM GDC in Tavares, FL

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Successor
Location
Tavares, FL, US
Fee 0% Commission 100%
Gross Revenue
$3,900,000.00
# of Accounts
1,200
Avg Client Age
58
Overview

We are a Wealth Management firm with a background in Financial Planning looking to grow our practice through acquisitions and potential mergers.

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