$350MM AUM | $2MM Rev in
West Palm Beach, FL
$300 million AUM SEC Registered 20 year old firm located in West Palm Beach, Florida, with a just established small branch in Jamestown NY. Fee only. Experienced staff with CFA,CFP,CPA and admin staff. Looking for possible smaller firms looking to sell their book to a successor firm locally, or to add tuck in advisors looking to be part of a experienced local team that is actively growing.