$50MM AUM | $650,000 GDC in Merritt Island, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
451 days old
General
Compatibility
Location
Merritt Island, FL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$650,000.00
# of Accounts
312
Avg Client Age
70
Overview

21 years in community, primarily serving the retirement community.
Looking to grow by merger or acquistion.

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