$750MM AUM | $4.5MM GDC in Miami, FL

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Miami, FL, US
Fee 0% Commission 100%
Gross Revenue
$4,500,000
# of Accounts
1,500
Avg Client Age
60
Overview

33 year old, Miami-based, Wealth Management Company with $750 mill in AUM working exclusively with families. Looking to acquire smaller practices to provide them with succession and to provide us with more scale and growth potential.

Has Office Space to Share in Miami, FL

We are moving to a new space July 28th 2017. Will increase operations space (double) and increase number of office by 2. So we have room to grow.

Contact to discuss details
 
Extended Profile Information

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