$80MM AUM | $860,000 GDC in Boca Raton, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Boca Raton, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$860,000.00
# of Accounts
300
Avg Client Age
55
Overview

Fee based comprehensive financial planning. In practice 30 years former CFP Instructor seeking to acquire or take over other practices

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...