Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
156 days old
General
Location
Boca Raton, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$300,000.00
# of Accounts
30
Avg Client Age
55
Overview

Young Advisor with a practice that emphasizes holistic financial planning. Looking to increase AUM through purchase of the right practice.

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