Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
714 days old
General
Location
Winter Park, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,750,000.00
# of Accounts
300
Avg Client Age
55
Overview

Looking to strategically buy firms in the Orlando area that are looking for a firm to focus on Financial Planning and independent advice.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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