$10MM AUM in Ponte Vedra Beach, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
137 days old
General
Compatibility
Location
Ponte Vedra Beach, FL, US
Listing Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
# of Accounts
1
Avg Client Age
44
Overview

Single family office looking to merge with a larger firm or bring on a fund manager to lead the team and begin taking on external clients. Mix of systematic and discretionary trading.

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