$75MM AUM | $400,000 GDC in Jacksonville, FL

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Successor
Location
Jacksonville, FL, US
Fee 0% Commission 100%
$400,000
Gross Revenue
300
# of Accounts
50
Avg Client Age
Overview

Practice is based on providing financial planning to individuals, families and successful professionals. Client service model is based on providing an exceptional client experience. I am looking to expand through a practice acquisition that would be a good fit. Please contact me if you are interested in selling a partial or full practice.

Extended Profile Information

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