$250MM AUM | $3MM GDC in Palm Beach Gardens, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Palm Beach Gardens, FL, US
Listing Type
Buyer | Find Successor
Fee 0% Commission 100%
Gross Revenue
$3,000,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

Mid size RIA that also owns a BD. Looking to acquire or merge with other offices or individual producers. We have reps and offices in a number of locations including Palm Beach Florida, Naples Florida, Atlanta GA, Buffalo NY, Rochester NY, Toledo OH, Rochester MN, Las Vegas NV, Long Island NY, San Diego CA and several other locations.

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