$63MM AUM | $515,000 GDC in Marvin, NC

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Marvin, NC, US
Fee 0% Commission 100%
Gross Revenue
$515,000.00
# of Accounts
225
Avg Client Age
55
Overview

AUM Fee Based Financial Advisory practice looking to acquire smaller AUM in geographic areas of interest (I have 2 offices - NC & CO).

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