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

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Coral Gables, FL, US
Fee 0% Commission 100%
$2,100,000
Gross Revenue
100
# of Accounts
55
Avg Client Age
Overview

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

Extended Profile Information

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