$15MM AUM | $300,000 GDC in Miami, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
332 days old
General
Compatibility
Location
Miami, FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
150
Avg Client Age
55
Overview

We are a family-owned financial services practice in Miami, FL with over 35 years in the industry. While our practice today is largely insurance and annuity-based, we are also quickly growing a fee-based advisory practice and this is an additional focus of ours with a Notre Dame MBA, CFA charterholder, and our own RIA.

We are looking to partner with other advisors in the tri-county area that may be interested in working with and eventually transitioning their practice to a team with deep South Florida ties, a high level of service, and an eye for building a multi-generational practice.

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