Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Tampa, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$21,748,432.00
Gross Revenue
$329,309.00
# of Accounts
199
Avg Client Age
65
Overview

We are Accredited Portfolio Managers and Certified Financial Planners profiled in Forbes magazine on 12/29/2015, 05/04/2015, 12/12/2016, 06/13/2017 and the Wall Street Journal 09/12/2016, 12/15/2016 for our Proprietary Portfolio Analyses and investment plans. Check us out on ___
We are looking to buy a practice from a advisor wanting to retire. We promise to take great care of your clients!

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