$1B AUM | $5.6MM GDC in Palm Beach Gardens, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
82 days old
General
Compatibility
Location
Palm Beach Gardens, FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$5,615,000.00
# of Accounts
8,000
Avg Client Age
50
Overview

We have 30 independent advisors with one advisor located in Palm Beach Gardens, where we are looking to serve more clients by partnering with, merging or offering a succession plan to teams in the area. Our goal is to establish a greater presence in the area with additional office space, where the advisors would have majority say in the decisions to increase awareness and partnership.

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