$190MM AUM | $1MM GDC in Boca Raton, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
804 days old
General
Location
Boca Raton, FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$190,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
500
Avg Client Age
67
Overview

My team is looking to acquire our second practice. We have perfected our client service model and have a transition team to seamlessly merge/acquire a practice. Three advisor total with over 50 years of experience.

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