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SL advisors Listing
Financial Advisor   

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

Member Level
Premier
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Miami, FL, US
12 Month Gross Revenue
$4,500,000
Number 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.

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