Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Tampa, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$520.00
Gross Revenue
$2,800,000.00
# of Accounts
300
Avg Client Age
65
Overview

We are a fee-based practice looking to fold in an existing advisor's practice or acquire assets. We have a very strong financial planning practice as well as in-house investment management through a formal Wealth Management Committee. We are particularly interested in growing our footprint in Sarasota, Manatee, and Pinellas counties.

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