Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
110 days old
General
Location
Boca Raton, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$250,000.00
# of Accounts
150
Avg Client Age
65
Overview

advisory services including asset management, insurance, long term care, medicare and social security planning

also overall financial management for select clients

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