$125MM AUM | $500,000 GDC in
Boca Raton, FL
We typically manage municipal portfolios for ultra high net worth individuals., We provide our clients with well diversified, better credits and higher yields than available through the major firms. Additionally we manage a large stock vs option portfolio. Clients include Wall Street Execs and Current and Former CEOs or Chairs of public companies We are looking to merge with firms from West Palm to Miami
We hired a CFP in Coral Gables which adds depth to our office.
We'd buy a plain vanilla RIA at up to 3 times revenue, and will hire fee based advisers at a payout of 60-75% depending on book.