$40MM AUM | $300,000 GDC in Boca Raton, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Boca Raton, FL, US
Fee 0% Commission 100%
$300,000
Gross Revenue
60
# of Accounts
65
Avg Client Age
Overview

I have a RIA with approximately $40M. I have 25 clients. My revenue is $300,000. I am looking to buy a similar size book of assets and revenue. All of my clients are high net worth individuals. I have been in the business since 1994.

Extended Profile Information

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