$500MM AUM | $3MM GDC in Boca Raton, FL

Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more
General
Location
Boca Raton, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

Our firm, Bernstein, Miller and Associates is based in South Florida with offices in West Palm Beach, Miami, Stuart, Plantation, Fort Lauderdale and our hub in Boca Raton. The general partners Scott Miller and Richard Bernstein have 25+ years serving clients and are joined by a dynamic team of 12+ talented people to serve our clientele. We are looking to partner to leverage our experience to protect your clients and your reputation to make sure that they are served in the future by a top team. We are looking for a firm that similar core values.

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