Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Jacksonville, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$850,000.00
# of Accounts
850
Avg Client Age
60
Overview

We are a Full Service Financial Planning Firm with a solid focus on our clients and their needs. Doing the right thing, along with our name and reputation is most important to us. We are interested in acquiring similar practices that have been built on integrity and have long term, caring client relationships.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...