$10MM AUM | $1 GDC in Fort Myers, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
308 days old
General
Compatibility
Location
Fort Myers, FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1.00
# of Accounts
150
Avg Client Age
66
Overview

Looking for opportunities to purchase books of business to include AUM, Life and Annuity books and P&C books. Mainly looking to purchase in SWFL up to Tampa and over to Orlando. Very interested in a phased buy out over a 2-5 yr period. Would consider straight purchase of the write book and the right fit. I am open to all opportunities.

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