Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Naples, FL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
350
Avg Client Age
67
Overview

Looking for additional opportunities to acquire seasoned practices preferably within the state of Florida from a retiring RIA owner that DOES NOT have a succession plan in place.

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