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.


Last Activity
2 weeks
Listing Age
2,527 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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