Market
RIA
Member Level
Basic
Last Activity
this month
General
Location
Daytona Beach, FL, US
Profile Type
Merge | Find Successor | Continuity
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$165,000,000.00
Gross Revenue
$1,750,000.00
# of Accounts
300
Avg Client Age
55
Overview

We are a well-established, highly collaborative, Fee-Only FinancialTeam in Daytona Beach FL with 2 advisors approaching retirement and prospective new clients calling regularly. We need expert financial planners who can take over the existing client relationships and attend to new in-bound inquiries.
(No need to inquire about acquisitions - we are NOT for sale.)

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