$1.8B AUM | $1MM GDC in Jacksonville Beach, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Jacksonville Beach, FL, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$1,800,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
42
Avg Client Age
60
Overview

We are an RIA with a small number of very large fee-only clients. We are looking for others who may wish to take advantage of our support team and facilities but who already have a profitable book of business. We are not necessarily interested in merging our revenues but only gaining more efficiencies of practice for us and the other interested party.

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