$100MM AUM | $750,000 GDC in Orlando, FL

Market
RIA
Member Level
Chalice
Last Activity
this week
General
Location
Orlando, FL, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$750,000.00
# of Accounts
250
Avg Client Age
65
Overview

We are a comprehensive financial planning firm based in Orlando, FL (Baldwin Park) and Melbourne, FL. I have nearly 20 years of industry experience and 15 years as a CFP. I'm looking to grow through acquisitions, being part of a future succession plan or strategic partnerships. We mainly use ETF's, DFA and a few institutional funds on our RIA platform.

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