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

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Merritt Island, FL, US
Fee 0% Commission 100%
$600,000
Gross Revenue
200
# of Accounts
65
Avg Client Age
Overview

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

Extended Profile Information

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