$26MM AUM | $125,000 GDC in Ponte Vedra Beach, FL

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Seller | Merge | Succession | Continuity | Successor
Location
Ponte Vedra Beach, FL, US
Fee 0% Commission 100%
Gross Revenue
$125,000
# of Accounts
100
Avg Client Age
55
Overview

Established fee-based RIA and CPA firm looking to merge our practice with other RIAs.

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