Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Seminole, FL, US
Profile 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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