$40MM AUM | $300,000 GDC in Dade City, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Compatibility
Location
Dade City, FL, US
Listing Type
Seller | Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
300
Avg Client Age
62
Trailing Net Profit 12 Month
$225,000
Trailing Recurring Revenue 12 Month
$150,000
Clients in 100 Mile Radius
90
Purchase Options
  • Earn Out
Overview

Looking for an immediate continuity plan with the right advisor. The client base has an average age of 60yrs old. The 350 clients breakdown into: 100- A clients, 150- B clients, and 100- C clients. There are approximately 100 securities clients, the rest are insurance clients. There is 1 full time assistant, and 1 part time secretary. The business is run very efficiently and leverages great technology (nearly all cloud based processes and data storage). There is a very unique strategic partnership with credit unions. While a transition is not a deal killer, there is a moderate to strong desire for the buying advisor to transition.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...