$330MM AUM | $2.4MM GDC in Clearwater, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Clearwater, FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,400,000.00
# of Accounts
500
Avg Client Age
55
Overview

To acquire and/or merge with like minded business model and culture.

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