Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Merritt Island, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$375,000.00
# of Accounts
40
Avg Client Age
65
Overview

We are an independent firm, primarily interested in fee based accounts. Looking for acquisitions. We would possibly consider a merger if terms and synergies were in line. MM, UMA's, 401K, etc

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