Market
RIA
Member Level
Chalice
Last Activity
today
Profile Age
652 days old
General
Location
Tampa, FL, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
800
Avg Client Age
59
Overview

Hello, my name is Michael Markowski I am one of three partners/owners of Markowski Investments (a SEC registered investment advisory located in Florida) and Compass Financial Management LLC (a state registered investment advisory located in New Jersey). My two brothers and I, each having a 33% stake of the two advisories, are expected to do roughly 3 million in revenue in the next 12 months. We currently have 300 million AUM with 98% recurring revenue. We have clients in all 50 states and have been providing quality financial advice and planning face to face and over the phone for nearly 20 years. We are highly motivated and are interested in acquiring other RIA’s.
Please contact me if you are interested in selling your practice, merging opportunities, are an IAR or want to explore other succession plans.

Thank You, 
Michael Markowski

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