$200MM AUM | $1.1MM GDC in Daytona Beach, FL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Daytona Beach, FL, US
Fee 0% Commission 100%
$1,100,000
Gross Revenue
800
# of Accounts
60
Avg Client Age
Overview

We are a team of two independent advisers headquartered in Daytona Beach, FL. We have access to proprietary priced insurance products as we are a member firm of M Financial (___). We have a skilled staff providing superior customer service to our clients that span all over the country. We are looking to grow over the next 3 -5 years through acquisition of like minded, complimentary practices. We are interested in building relationships with advisers looking to exit the industry and transition their clients to a team that will provide continuity of service as well as innovative ideas for the future.

Extended Profile Information

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