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

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Successor
Location
Belleair Bluffs, FL, US
Fee 0% Commission 100%
Gross Revenue
$500,000
# 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

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