$12MM AUM | $310,000 GDC in Clearwater, FL

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Clearwater, FL, US
Listing Type
Merge | Continuity | Buyer
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

I specialize in retirement planning. Most of our clients want safety of their nest egg with their retirement. Others want gauranteed income (Annuities) with growth ( AUM). We utilize sophisticated software that helps us forecast clients retirement using AUM,annuities, alternatives and brokerage products.

We have been established since 2011 and we are looking to buy a book,merge or be a home for an advisor that would like to sunset ( successor).

We are an RIA, registered rep and licensed agency for fixed business ( FIA'S and Life)

We are primarily looking for the Tampa/Clearwater/St.petersburg greater area.

We are also an AssetLock equiped advisory group. It allows our clients to invest in the market with 24/7 monitoring and alerts on their accounts.

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