$300MM AUM | $2.4MM GDC in Coral Gables, FL

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Seller | Succession
Location
Coral Gables, FL, US
Fee 0% Commission 100%
$2,400,000
Gross Revenue
200
# of Accounts
50
Avg Client Age
Overview

Seeking to completely sell book of business after reaching $500M AUM, which will occur after 2020. Seeking to identify a successor after 2020.

The ideal candidate is a large firm or group with experience servicing ultra high wealth customers both domestically and internationally. The ideal candidate has at least 20 years of experience with a CFP, CFA, and/or CIMA. Familiarity with bonds, equities, mutual funds, and ETFs is preferred. Advisor seeks candidates with an established presence within a 25 mile radius of Miami, Florida.

Extended Profile Information

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