$85MM AUM | $600,000 GDC in Sarasota, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Sarasota, FL, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
550
Avg Client Age
55
Overview

Young motivated advisor looking to expand his book through acquisition. Would like to find practices where advisors are phasing out of the financial field and who are interested in transitioning their book.

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