$10MM AUM | $180,000 GDC in N Miami, FL

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge | Successor
Location
N Miami , FL, US
Fee 0% Commission 100%
Gross Revenue
$180,000
# of Accounts
18
Avg Client Age
41
Overview

Looking to buy existing RIA, our expertise in is fixed income, preferred stocks and leveraged portfolios. I do not use outside managers, mutual fund, only straight equity/ETFs. All work is done in house from managing the positions to meeting with clients.
Opened to buying a book of business, transitioning with existing broker looking to retire.

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