$35MM AUM | $400,000 GDC in Seminole, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Seminole, FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$400,000.00
# of Accounts
400
Avg Client Age
60
Overview

We are an independent, privately owned investment advisory firm established in 1987 in Seminole, FL. We offer specialized, active money management strategies not widely available to individual investors.

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