$180MM AUM | $2.3MM GDC in Lutz, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
226 days old
General
Location
Lutz, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$2,300,000.00
# of Accounts
850
Avg Client Age
65
Overview

We are a fee based Tax, estate planning and investment management firm. 36 years in business.

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