Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
788 days old
General
Location
Sarasota, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$370,000,000.00
Gross Revenue
$3,700,000.00
# of Accounts
1,200
Avg Client Age
60
Overview

We are a family practice that uses a very client centric model to serve our clients. We believe in planning and helping our clients make the most important financial decisions of their lives. Our team has successfully acquired 7 practices in the past 19 years. Our most recent acquisition was out of state and has been very successful. Our goal is to find other practices that have the same focus and want to transition to a team that they know will take care of the clients as they have in the past.

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