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

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

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

Extended Profile Information

Loading...