Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
512 days old
General
Location
Fort Lauderdale, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
350
Avg Client Age
55
Overview

We are an established, 30 year old, boutique style, hybrid wealth management firm, looking to either acquire a like-minded firm, or hire an advisor with an existing book of business. We have created a model that takes advantage of third party managers and technology to allow us to take a client-centric approach to doing business.

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