$105MM AUM | $725,000 GDC in Palm Beach Gardens, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Palm Beach Gardens, FL, US
Fee 0% Commission 100%
Gross Revenue
$725,000.00
# of Accounts
415
Avg Client Age
60
Overview

Predominately and Advisory Practice focusing on Wealth Management and Retirement Planning. Interested in purchasing a practice from an Advisor looking to retire in the next few years.
Looking to purchase practice with AUM of $500K or greater.

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