$45MM AUM | $600,000 GDC in Merritt Island, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Merritt Island, FL, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$600,000.00
# of Accounts
200
Avg Client Age
65
Overview

Recently formed a RIA, in practice 20 years securities and annuity business, interested in acquiring and merging other practices.

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