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

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Miami, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$750,000,000.00
Gross Revenue
$4,500,000.00
# 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.

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