$130MM AUM | $800,000 GDC in Coral Gables, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
636 days old
General
Location
Coral Gables, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$800,000.00
# of Accounts
350
Avg Client Age
55
Overview

Growing practice looking to expand through acquisition opportunities for the right fit. 100% fee only, Schwab as custodian. 20+ years experience, existing firm since 2008.

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