$155MM AUM | $1.4MM GDC in Boca Raton, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
396 days old
General
Location
Boca Raton, FL, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$155,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
900
Avg Client Age
60
Overview

My practice style is a comprehensive planning approach. We utilize Third Party money managers, all annuity products ie: fixed, indexed, variable and life insurance. We have been using this approach for 35 years. We are seeking to buy or merge. In addition, I'm able to provide continuity planning for other like minded advisors as well.

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