This Central Florida-based RIA provides a select group of 17 households with comprehensive, values-based financial planning and portfolio management services. Trailing 12 months’ revenue for this practice is just over $235,000 from managing approximately $32 million in assets. The seller describes their 17 household relationships as balanced, stable, low contact, and comfortable with virtual communication.
This is an excellent opportunity for an RIA firm looking to expand or establish a base in the Central Florida market. The ideal acquisition partner would have a CFP® on staff.