$35MM AUM | $300,000 GDC in Indialantic, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Indialantic, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
385
Avg Client Age
70
Overview

Mostly third party managed accounts. Favor defensive, tactical strategies for asset protection/capital preservation. A significant number of variable annuities on our books that are third party managed. Very few with living benefits and asset restrictions.

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