$15MM AUM | $200,000 GDC in San Mateo, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity
Location
San Mateo, CA, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
200
Avg Client Age
35
Overview

Not clear at this point. I manage a financial planning practice for younger professionals with high earning potential. Looking for synergistic opportunities.

Extended Profile Information

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