Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Boca Raton, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$460,000,000.00
Gross Revenue
$2,600,000.00
# of Accounts
1,652
Avg Client Age
55
Overview

High service financial planning/Private wealth management firm that handles simple cases to the most complex estate, insurance, and business continuity planning seeking to grow organically ,as well as, through acquisitions and/or continuity planning in the areas in and around where we currently have offices, as well as, in new areas. We currently have offices in Boca Raton,Florida,Rhode Island, and New Hampshire

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