$200MM AUM | $2.5MM GDC in Boca Raton, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Boca Raton, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Feller Financial Services provides quality financial planning and investment planning services through Voya Financial Advisors to individuals and businesses in the South Florida Area. We believe "quality" begins with education - we focus on helping clients gain an understanding of the basic principles of financial planning.

We are looking to grow our business by buying a book of business or by having an experienced advisor join our firm.

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