Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
828 days old
General
Location
Boca Raton, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$2,750,000.00
# of Accounts
500
Avg Client Age
55
Overview

We are a full service group holding multiple designations including CFP and CAIA. Over the past few years, we have had multiple acquisitions of Financial Advisors practices. We are looking to continue to expand our practice by obtaining practices with similar philosophies and characteristics. Our group consists of over 70 years of combined experience with advisors ranging from mid-20s to early 60s. We would appreciate the opportunity to learn more about your practice and how it may be a fit.

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