$40MM AUM | $420,000 GDC in Tampa, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Tampa, FL, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$420,000.00
# of Accounts
208
Avg Client Age
54
Overview

Can you imagine a financial planning and investment firm that uses a custom family index to guide your investment portfolio in a completely conflict free and unbiased manner? With a limited number of clients, and in-house specialist managing your financial affairs? We did, and that’s exactly why we created Flaharty Asset Management.

Have you ever asked yourself what a “Fiduciary Standard of care is” and why it means so much to our clients. If you haven’t – you should.

We're looking for Advisors who want the best for their clients. We're a boutique planning firm with a customized focus on client service.

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