$85MM AUM | $880,000 GDC in Ocala, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Ocala, FL, US
Fee 0% Commission 100%
Gross Revenue
$880,000.00
# of Accounts
500
Avg Client Age
55
Overview

We have a practice of three advisors and an assistant and we are eager to grow our practice through acquisitions as well as organic growth. We are primarily fee based and we always put our clients' needs before our own.

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