$25MM AUM | $275,000 GDC in Tampa, FL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Tampa, FL, US
Fee 0% Commission 100%
$275,000
Gross Revenue
200
# of Accounts
50
Avg Client Age
Overview

I am a growing practice located in Tampa with approximately $30m under manmagement, 95% in managed platforms. I am looking to grow my business through succession or acquisition of advisors who are looking to retire in the next 3-5 years.

Extended Profile Information

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