$100MM AUM | $850,000 GDC in Saint Petersburg, FL

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
21 days old
General
Listing Type
Buyer
Location
Saint Petersburg, FL, US
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
553
Avg Client Age
64
Overview

We are an expanding practice and looking to purchase an existing practice with somewhere around $50MM in assets with a healthy mix of fee-based accounts. Our practice is based out of St. Petersburg but one of our partners lives in Manatee County and would like to purchase a practice in that area if possible. All of our client relationships revolve around the financial planning process to better understand our clients and how to properly invest for them to reach their long-term goals, as well as identify any potential gaps or risks that have not been adequately addressed.

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