$32MM AUM | $310,000 GDC in Sarasota, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Find Successor | Continuity
Location
Sarasota, FL, US
Fee 0% Commission 100%
Gross Revenue
$310,000.00
# of Accounts
358
Avg Client Age
60
Overview

My family and I are relocating to the Asheville, NC area and are interested in finding a practice to purchase. I specialize in pre-retirement planning with mass affluent baby boomers.

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