Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Miami, FL, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
300
Avg Client Age
59
Overview

Mostly a high net worth advisory business.
Always looking for opportunities to connect and grow.
I'm 65 and would love to find a merger partner to help run this business.
I also own a small Law firm, located next door, that specializes in Trusts and Estates. We also own a TPA pension business that helps our clients.

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