$25MM AUM | $265,000 GDC in Sarasota, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Sarasota, FL, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$265,000.00
# of Accounts
225
Avg Client Age
68
Overview

Looking for the opportunity to buy and/or join a practice with a defined succession plan.

In SW Florida location, clients in FL,TN, OR, NC and NJ and NY.

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