$60MM AUM | $350,000 GDC in Ponte Vedra Beach, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
452 days old
General
Location
Ponte Vedra Beach, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$350,000.00
# of Accounts
300
Avg Client Age
55
Overview

Looking for opportunities to buy quality books of business or help an advisor with a succession plan.

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