$1.5MM AUM | $22,000 GDC in Miami, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Miami, FL, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$22,000.00
# of Accounts
5
Avg Client Age
50
Overview

Financial planning, portfolio management and tax services

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