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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Boca Raton, FL, US
Fee 0% Commission 100%
$6,000,000
Gross Revenue
1,200
# of Accounts
65
Avg Client Age
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.

Extended Profile Information

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