Market
RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
212 days old
Prequalified
Up to $500,000.00
General
Location
Naples, FL, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$500,000.00
# of Accounts
80
Avg Client Age
65
Overview

I have been an advisor for over 16 years , either as an FA or a Wealth advisor. I am holistic in practice and well rounded , looking for a feasible opportunity to grow my practice as I have at least 20 years left in the business

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