Overview

RIA practice looking to acquire a book of business in the greater ORLANDO area. We focus on holistic wealth management with financial planning, estate planning, and asset management. The vast majority of our business is based on advisory fees. Between us, we have the following ___, JD, LLM, CTFA, and CDFA.

Market
RIA
Member Level
Premier
Last Activity
within 6 months
Listing Age
829 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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