$15MM AUM | $125,000 GDC in Largo, FL

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Largo, FL, US
Fee 0% Commission 100%
$125,000
Gross Revenue
75
# of Accounts
50
Avg Client Age
Overview

I specialize in comprehensive financial planning and wealth management. I am looking to acquire a 15 - 30 AUM practice in the Tampa Bay Area and expanding my client base and reach.

Extended Profile Information

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