Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
Profile Age
362 days old
General
Location
Boca Raton, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$400,000.00
# of Accounts
75
Avg Client Age
70
Overview

I am in business for over 35 years and am looking to purchase/merge with a small practice. I utilize a small broker/dealer for my business and run an office in two locations on a solo basis with an assistant. I am flexible as to commission based and advisory based or a combination of both with clients depending on the situation.

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