$200MM AUM | $2MM GDC in Jupiter, FL

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
General
Location
Jupiter, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
120
Avg Client Age
55
Overview

$200MM+ AUM Opportunity in Jupiter/Tequesta, FL

Fee Based ensemble advisory firm affiliated with award winning broker-dealer. We also have a separate life insurance business targeting HNW families and current clients. Our staff is primarily CFP certificants and our compliance record is flawless.

We would entertain inquiries from retiring advisors wishing to transition their book of business into capable hands. We would also consider assisting newer advisors develop their practice. We have our own building which allows us space to grow. We welcome inquiries and will maintain strict confidence.

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