$33MM AUM | $260,000 GDC in Maitland, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Maitland, FL, US
Profile Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$33.00
Gross Revenue
$260,000.00
# of Accounts
83
Avg Client Age
64
Overview

55 year old fee only RIA. Sole practitioner, not currently looking to merge or sell, but I want to keep myself educated on the market.

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