$70MM AUM | $525,000 GDC in Ponte Vedra Beach, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Ponte Vedra Beach, FL, US
Fee 0% Commission 100%
Gross Revenue
$525,000.00
# of Accounts
310
Avg Client Age
60
Overview

We are a fee based investment advisory and financial planning firm with an objective to grow exponentially over the next 5-10 years both organically and through local acquisition.

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