$650,000 AUM | $750,000 GDC in Tampa, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Tampa, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$650,000.00
Gross Revenue
$750,000.00
Overview

We are exclusively retirement plan advisors (401(k), 403(b) and government 457(b). We are interested in acquiring either books of business or practices in Georgia and Florida. We are not interested at all in wealth management practices/books, only in retirement plans.

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