$119MM AUM | $900,000 GDC in Palm Harbor, FL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Palm Harbor, FL, US
Fee 0% Commission 100%
$900,000
Gross Revenue
333
# of Accounts
65
Avg Client Age
Overview

23 year-old Fee-Only practice and NAPFA Member Firm with offices in Palm Harbor, FL and Coronado, CA. SEC Registered. Looking to buy smaller fee-only practice who want their clients cared for and provide the owner with liquidity.

Extended Profile Information

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