$5MM AUM | $50,000 GDC in Ft Lauderdale, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Succession
Location
Ft Lauderdale, FL, US
Fee 0% Commission 100%
Gross Revenue
$50,000
# of Accounts
50
Avg Client Age
50
Overview

RIA with hybrid model transitioning to fee only looking for opportunities to leverage years of experience developing client relationships growing firm scale to bring brand awareness to forefront

Extended Profile Information

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