$24MM AUM | $203,000 GDC in Boca Raton, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Boca Raton, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$24,000,000.00
Gross Revenue
$203,000.00
# of Accounts
181
Avg Client Age
67
Overview

My business is mainly fee based asset management, with some commission, annuity, life, health, and long-term care business. We use Envision software to help our clients create a personalized plan to achieve their financial life goals and dreams. I am looking to grow my practice by buying other businesses, or merging with others who are looking to retire from the business.

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