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Financial Advisor   

$2,000MM AUM | $6MM GDC in Boca Raton, FL

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Boca Raton, FL, US
12 Month Gross Revenue
$6,000,000
Number of Accounts
1,200
Avg Client Age
65

Overview

We are the Private Wealth Partners division at Independent Portfolio Consultants (IPC) a 26 year old RIA in Boca Raton Florida. We are looking to strategically purchase/merge businesses of RIA's or bring on Wirehouse "Breakaways". Our management team has extensive industry experience. We are associated with Raymond James so you will have full access to their platform products and services.

 
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