$200MM AUM | $1.7MM GDC in Winter Park, FL

Market
Advisor
Member Level
Lite
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Winter Park, FL, US
Fee 0% Commission 100%
$1,700,000
Gross Revenue
600
# of Accounts
55
Avg Client Age
Overview

We are mutual fund advisors as well as SMA and wealth planning and management. We handle concentrated stock positions as well.

Has Office Space to Share in Winter Park, FL

we own a building with extra space

Contact to discuss details
 
Extended Profile Information

Loading...