$65MM AUM | $600,000 GDC in Jacksonville, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Jacksonville , FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$600,000.00
# of Accounts
350
Avg Client Age
54
Overview

Own a RIA with affiliated CPA and Law Firms. Interested in buying quality financial planning practices.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...