Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Tucson, AZ, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$78,000,000.00
Gross Revenue
$52,000.00
# of Accounts
300
Avg Client Age
60
Overview

Seeking growth through acquisition or merger and consider succession plan

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