$25MM AUM | $200,000 GDC in Palm Beach Gardens, FL

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Continuity
Location
Palm Beach Gardens, FL, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
35
Avg Client Age
50
Overview

Looking to expand through purchase of similar RIA's in the South FLorida area, possible merge to take on a firm or individual in need of a succession plan. 100% fee based Independent Registered Investment Adviser. Manage primarily marketable securities, with a long term growth and income bias. I have office space with room for additional advisors in one of the most prime locations in the Palm Beach area.

Extended Profile Information

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