$27MM AUM | $210,000 GDC in Orlando, FL

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Location
Orlando, FL, US
Listing Type
Find Successor | Buyer
Fee 0% Commission 100%
Gross Revenue
$210,000.00
# of Accounts
95
Avg Client Age
50
Overview

I am actively seeking to expand my practice by purchasing small and medium size books of business for cash, finance and term payout. My business consists of investment management and financial planning. I actively use my firms RIA and fee based platform as well as the brokerage side.

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