$340MM AUM | $4MM GDC in Tampa, FL

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Location
Tampa, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$4,000,000.00
# of Accounts
1,000
Avg Client Age
62
Overview

We are an independent RIA with assets custodian at TD Ameritrade and Fidelity. We are primarily a fee based company. We currently have several offices in the Tampa Bay area.

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