Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
St Petersburg, FL, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$280,000.00
# of Accounts
70
Avg Client Age
58
Overview

Looking for advisors to join our practice. Our main custodian is Schwab.

Will consider a merge if the situation makes sense for both parties and we can trim costs and improve efficiency.

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