Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Boca Raton, FL, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$13,000,000.00
Gross Revenue
$100,000.00
# of Accounts
50
Avg Client Age
75
Overview

Independent RIA and Insurance agency looking to purchase book of business. Currently manage approximately 13M in diversified assets. Also very interested in socially responsible Investing. I look to connect with like minded advisors and practices. My goal is to acquire 500M in AUM by 2021 specific to SRI.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...