$900MM AUM | $8.6MM GDC in St Petersburg, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
St Petersburg, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$900,000,000.00
Gross Revenue
$8,600,000.00
# of Accounts
1,500
Avg Client Age
70
Overview

Fee only wealth manager. We primarily use individual equities but mutual funds and ETFs are used as well. We are long term investors with low turnover. Focus is also on tax efficiency. Culture is very important to us. Looking to acquire like-minder firm.

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