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Financial Advisor   

$320MM AUM | $2.1MM GDC in Coral Gables, FL

Member Level
Premier
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Coral Gables, FL, US
12 Month Gross Revenue
$2,100,000
Number of Accounts
100
Avg Client Age
55

Overview

High net worth, wealth management boutique firm. Interested in growing the practice by acquiring smaller firms , if the fit is right.

 

Has Office Space to Share in Coral Gables, FL

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