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Financial Advisor   

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

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Palm Beach Gardens, FL, US
12 Month Gross Revenue
$200,000
Number 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

 
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