Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Coral Gables, FL, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$200,000.00
# of Accounts
40
Avg Client Age
55
Overview

Small but mighty RIA looking for like minded professional for:
- Capable advisor interested in potential growth collaborations
- Providing a succession plan to my business should something happen unexpectedly
- Opportunities to work with transitioning advisors that seek an experienced, credentialed and capable advisor to continue to work with their clients in planning, smart asset management

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