$40MM AUM | $300,000 GDC in Mount Horeb, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Mount Horeb, WI, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
450
Avg Client Age
50
Overview

CFP looking to grow by acquisition.

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