$2.5MM AUM | $100,000 GDC in Boca Raton, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
365 days old
General
Location
Boca Raton, FL, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$2,500,000.00
Gross Revenue
$100,000.00
# of Accounts
10
Avg Client Age
50
Overview

80/20 mix of retail/institutional AUM

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