Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Profile Age
41 days old
General
Location
St. Petersburg, FL, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$1,750,000.00
# of Accounts
110
Avg Client Age
63
Overview

We are an independent firm based out of St. Petersburg but with Offices surrounding the bay. Our firm is relatively new in its existence but have quickly grown. We have been successful in helping advisors break away from wires, or support other independents that are not getting the support they are seeking. Our firm has also been successful in helping those advisors find acquisitions and mergers. Our firm has successfully acquired multiple books and provides flexibility to the seller. Our success can be attributed to our willingness and flexibility to customize mergers and acquisitions for those involved. We are open to any and all conversations.

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