$50MM AUM | $500,000 GDC in Tampa, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Tampa, FL, US
Fee 0% Commission 100%
$500,000
Gross Revenue
150
# of Accounts
50
Avg Client Age
Overview

We are looking to buy, and/or be a successor to advisors looking to sell their books to retire or leave the business. We are a young group, yet have a combined 30 years of industry experience. Our parent company, JW Cole, is assisting with transition and financing.

Extended Profile Information

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