$90MM AUM | $800,000 GDC in West Palm Beach, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
West Palm Beach, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$800,000.00
# of Accounts
70
Avg Client Age
55
Overview

We have a strong investment team and use Black Diamond for return generation and portfolio reporting. Our team members are CFA Charterholders with extensive investment background. Almost all of the assets under management are managed in-house with trading done at our custodial brokers. Our track records are multi-years and the firm is GIPS compliant firm. We work with institutional clients, as well as Family Office and HWN individuals on entity, trust and retirement accounts. Almost all clients have been with us since the firm's inception. Client retention ratio is very high. We would be interested in discussing opportunities with firms with revenue generated mostly from fee revenues and have a fixed income and credit investment focus. ___ ___-___-____.

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