$22MM AUM | $214,000 GDC in Boise, ID

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Join A Practice
Location
Boise, ID, US
Fee 0% Commission 100%
Gross Revenue
$214,000.00
# of Accounts
502
Avg Client Age
58
Overview

The majority of my business is fee based with about $25 million aum. I specialize in retirees and clients about 10 years from retirement. I am licensed to do Annuity's and am focused on consolidating assets and building a long term financial plan for my clients.

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