Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Tampa, FL, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$360,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

We are a four advisor team with an average of 20 years experience. We are a planning based practice looking to grow our book of business through purchase or merger/succession. Open to all areas of Florida as we are interested in expanding our footprint as well.

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