Market
RIA
Member Level
Basic
Last Activity
this month
Profile Age
152 days old
General
Location
Orlando, FL, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$40,000.00
# of Accounts
19
Avg Client Age
65
Overview

We are a newly formed RIA, led by an advisor with 23 years of experience that recently started the firm. We practice financial planning, fee-based portfolios, life insurance and fee-based and traditional annuities. We are looking to grow by purchasing books, or practices, looking to exit the business.

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