$225MM AUM | $2.2MM GDC in Neptune Beach, FL

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
Neptune Beach, FL, US
Fee 0% Commission 100%
Gross Revenue
$2,250,000.00
# of Accounts
480
Avg Client Age
50
Overview

DEM provides comprehensive wealth management services for current/former professional athletes, business owners, professionals, retirees, retirement plans, and charitable endowments.

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