Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Tampa, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$400,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
350
Avg Client Age
60
Overview

With a 20 year track record in the top decile of large growth and core and a four out of five Morningstar rating in our separate managed account, along with investment expertise in Fixed/munis and financial planning colleagues all in house, we are good partner/home for advisors looking to transition towards retirement or merge in for someone that wants to spend most of their time on new client development and ask us to handle the investments, client service and operations.

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