Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Palm Desert, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$350,000.00
# of Accounts
60
Avg Client Age
50
Overview

Looking to buy a practice from a retiring advisor or for someone looking to peel off their 401k/retirement plan business. Advisor has a CPA on staff.

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