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

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Seller | Succession
Location
Coral Gables, FL, US
Fee 0% Commission 100%
Gross Revenue
$2,400,000.00
# of Accounts
200
Avg Client Age
50
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...