Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Saint Petersburg, FL, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
20
Avg Client Age
40
Overview

We are a privately owned financial planning and wealth management firm located in Tampa Bay, Florida. We are interested in either buying an existing practice and/or developing and succession relationship with a practice in the area. Please contact us to discuss opportunities.

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