Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Clarksville, MD, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$250,000.00
# of Accounts
120
Avg Client Age
50
Overview

growing practice-holistic financial planning for business owners and doctors, looking for growth thru acquisition.

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