$900MM AUM | $3.9MM GDC in Coconut Grove, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Location
Coconut Grove, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$900,000,000.00
Gross Revenue
$3,900,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

We are an established investment advisory firm located in South Florida. We have been in practice for over twenty years and specialize in investment management and financial planning. We also have a tax practice that prepares 1040's for our clients.

We are interested in growing our firm through the purchase of other advisory practices or merger.

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