$45MM AUM | $300,000 GDC in Coral Gables, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
477 days old
General
Location
Coral Gables, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$300,000.00
# of Accounts
100
Avg Client Age
50
Overview

Our firm was founded in January 2018. I am a former Morgan Stanley and Raymond James Financial Adviser. Due to many changes in the wire house firms I made a prudent decision to go independent. We use BNY Pershing as custodian. 65% of our clients are offshore primarily in Latin America and the Caribbean. We are looking to grow our domestic (USA) business. We look to expand on fee based/advisory fee accounts.

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