Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Tampa, FL, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$330,000.00
# of Accounts
176
Avg Client Age
65
Overview

We are interested in Purchasing a book from a retiring Adviser within 90 miles of downtown Tampa, FL.

American Family Legacy Group is a wealth management firm dedicated to providing independent wealth management advice through personalized service and expert financial counseling to high-net-worth families on a discretionary basis.

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