$2B AUM | $9MM GDC in Winter Park, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Winter Park, FL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$2,000,000,000.00
Gross Revenue
$9,000,000.00
Overview

Fee-Only private wealth firm headquartered in Central Florida, managing approximately $2.0 billion in AUM. We open to exploring partnership/mergers with like minded advisors (investments and planning) to add brick and mortar locations and specialists to expand our human capital/client capabilities (investments, planning, tax, private investments, etc.) in key markets in the state of Florida via mergers (Tampa, Sarasota, Naples, Fort Lauderdale, Palm Beach Gardens, Vero Beach, Ponte Vedra Beach and the Villages).

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...