$50MM AUM | $400,000 GDC in Stuart, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Stuart, FL, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$400,000.00
# of Accounts
200
Avg Client Age
60
Overview

My business is primarily 65% in advisory assets, the remaining balance is muni bond clients and some transactional. 2-3% is annuity/life insurance business.
I am looking to either join a larger group or partner with an advisor that is looking to create a succession plan.

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