$45MM AUM | $400,000 GDC in Sarasota, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Sarasota, FL, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$400,000.00
# of Accounts
100
Avg Client Age
65
Overview

I'm 37 with 11+ years experience. I'm a CFP looking to acquire and grow. I live in Lakewood Ranch and operate in Sarasota. I'm interested in a caring, competent practitioner who would like to transition his/her book to a professional who is the same. I'm interested in such a practice located within 70 miles.

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