Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Jacksonville, FL, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
1,051
Avg Client Age
60
Overview

My business was started by my father over 30 years ago. I joined him 4 years ago and have since improved the scalability of our practice dramatically. We have both youth and capital, a rare combination that well-suits us for buying a practice.

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