$250MM AUM | $1.4MM GDC in Maitland, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Maitland, FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,350,000.00
# of Accounts
550
Avg Client Age
66
Overview

We are a Registered Investment Advisor in Central Florida with over 30 years of experience in the financial planning and investment advisory business. We utilize model portfolios to manage our clients brokerage assets and complement this with the ability to provide insurance and alternative investment products.

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