Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Tampa, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
2,500
Avg Client Age
58
Overview

We are an Asset Management firm with offices in Florida, Georgia, New York, Pennsylvania, and Texas. We utilizes in-house models and a handful of select 3rd party money managers. We are looking to expand our practice by either: purchasing book(s) of business, facilitating succession plans, and or merging with like minded practices. For practices \ books that we would acquire, we do not need to go to a bank to get financing.

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