$35MM AUM | $250,000 GDC in Stuart, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Stuart, FL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$250,000.00
# of Accounts
300
Avg Client Age
55
Overview

Mainly fee based advisor looking to expand by acquiring another practice or becoming the succession plan to an advisor looking for an exit strategy

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