Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Tampa, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$300,000.00
# of Accounts
60
Avg Client Age
55
Overview

My business has been built over the past 15 years developing strong client relationships through needs based analysis and financial planning. The investment management style consists of (fee only) actively managed ETF and MF portfolios. I am looking to acquire and cultivate an existing book of business in here in Tampa Florida.

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