$325MM AUM | $2.3MM GDC in Longwood, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Longwood, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$325,000,000.00
Gross Revenue
$2,300,000.00
# of Accounts
415
Avg Client Age
65
Overview

We have offices in Orlando, St Augustine and Sarasota. We are looking acquiring other firms . We have doubled our growth in terms of AUM and revenue from 2010 until 2015. We have a younger staff and lots of growth potential. We are looking at expanding through growth and acquisition.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...