Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Naples, FL, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$550,000.00
# of Accounts
150
Avg Client Age
66
Overview

Looking to purchase, merge and offer business succession planning to other practices in Florida and New England. We have offices in Naples, West Palm Beach, FL and Peterborough NH.

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