$13MM AUM | $112,000 GDC in Brandon, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
633 days old
General
Location
Brandon, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$13,900,000.00
Gross Revenue
$112,000.00
# of Accounts
45
Avg Client Age
55
Overview

We are a independent RIA focused on developing and implementing customized investment strategies for our clients. We work with individual Fixed Income, Equities and ETFs as well as Options.

Currently, we are looking to purchase another firm to grow/expand our presence in Florida. We understand every practice has a specific way of doing things so our main objective is to maintain part of the structure already created and add to it our strategies and/or personnel only when needed.

We would love to have the seller actively participate in the transition.

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