Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Boca Raton, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$195,000.00
# of Accounts
26
Avg Client Age
68
Overview

Our firm offers a full array of financial planning services, investment advisory services, retirement income planning, risk assessment, social security benefits analysis, annuities, and portfolio analysis in addition to health & life insurance strategies.

We are looking to grow our firm's AUM business through acquisitions.

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