$7MM AUM | $185,000 GDC in Miami, FL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
63 days old
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Miami, FL, US
Fee 0% Commission 100%
Gross Revenue
$185,000.00
# of Accounts
300
Avg Client Age
66
Overview

Provide financial wellness to our clients with wholistic financial approach. Looking for experienced advisors to come on board and help us run a book of business.

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