$450MM AUM | $2.6MM GDC in Naples, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Naples, FL, US
Fee 0% Commission 100%
Gross Revenue
$2,600,000.00
# of Accounts
400
Avg Client Age
65
Overview

Our firm is a RIA that works primarily with high-net worth investors and offers traditional investment strategies that we manage internally.

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