Join or Login for Access

SL advisors Listing
Financial Advisor   

$48,000MM AUM | $500,000 GDC in Belleair Bluffs, FL

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Belleair Bluffs, FL, US
12 Month Gross Revenue
$500,000
Number of Accounts
300
Avg Client Age
55

Overview

We are a growing RIA in Pinellas County. We plan to grow by acquisition and are interviewing RIA's who plan to retire in the next 3 - 5 years. We have a succession plan in place and are looking for Fee Based books only at this time.

 

Has Office Space to Share in Belleair Bluffs, FL

We have 3 offices available within our Belleair Bluffs office.

Contact to discuss details
 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging