$6MM AUM | $55,000 GDC in Orlando, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Orlando, FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$6,000,000.00
Gross Revenue
$55,000.00
# of Accounts
75
Avg Client Age
50
Overview

I am a fee only investment advisor and tax practitioner looking to purchase a practice from a retiring advisor. I am located in Class A Office space and I have an additional executive office for the merging IAR to utilize during the transition.

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