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

Member Level
Basic
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Boca Raton, FL, US
12 Month Gross Revenue
$300,000
Number of Accounts
60
Avg Client Age
65

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.

 
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