$360MM AUM | $3.2MM GDC in Tampa, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
391 days old
General
Location
Tampa, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$360,000,000.00
Gross Revenue
$3,200,000.00
# of Accounts
500
Avg Client Age
58
Overview

I manage a team of financial advisors. I provide OSJ, office space, marketing, practice development specialists, state of the art technology and lower than normal fees due to economies of scale. Each team member own's their book and has a revenue share along with bonus opportunities. I am looking for quality advisors who would like to build out our team and who would be interested in working a portion of the clients. We all have the belief of financial planning as the building block for our clients.

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