Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
410 days old
General
Location
Boca Raton, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$225,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
300
Avg Client Age
58
Overview

We are looking to purchase , for tuck in or continuity/succession opportunities with the right profile of advisor and client base. We are a RIA practice with 2 seasoned advisors, junior advisors and support staff operating a boutique, HNW goals based planning practice. Our 3 main areas of focus are traditional private clients ($2 million minimum), shared family office clients and athletes/entertainers.

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