$135MM AUM | $1.4MM GDC in Tampa, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Tampa, FL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$135,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
494
Avg Client Age
52
Overview

We are a boutique wealth management and financial planning firm with over 48 years of experience based in Tampa, FL. We work almost exclusively on a discretionary, fee-based basis and have strong multi-generational client relationships. Very high client retention rate primarily because we believe in providing a superior experience by treating each individual as family and aligning our resources to create customized, comprehensive financial strategies that support our clients’ personal and financial goals.

Our practice has grown from two people to now seven and we are actively looking to expand and grow. We hope to identify acquisition opportunities and/or unique partnership opportunities to grow our practice.

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