$180MM AUM | $1.5MM GDC in Fort Lauderdale, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
203 days old
General
Listing Type
Buyer | Merge
Location
Fort Lauderdale, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

We are a team practice with 3 Advisors of various ages. We are looking for opportunities to build our practice and provide new opportunities for our junior partner. We focus on comprehensive financial planning and offer both investments and banking.

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