$100,000 AUM | $1,000 GDC in Vero Beach, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Vero Beach, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$100,000.00
Gross Revenue
$1,000.00
# of Accounts
1
Avg Client Age
55
Overview

I am a relatively new FA but own an insurance agency and want to purchase a smaller FA book to help me to round out my current offerings.

We currently offer all services- life-health- P&C and AUM but the AUM is new.

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