$95MM AUM | $800,000 GDC in Salt Lake City, UT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Salt Lake City, UT, US
Fee 0% Commission 100%
Gross Revenue
$800,000
# of Accounts
500
Avg Client Age
60
Overview

I have a thriving comprehensive fee-based planning business. I am looking to acquire other practices and also for potential successors to enter my practice.

Extended Profile Information

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