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Financial Advisor   

$140MM AUM | $1MM GDC in San Antonio, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
San Antonio, TX, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
1,000
Avg Client Age
60

Overview

95% fee based investment firm. Started in 1992, 140 mil. in assets. Interested in purchasing another firm in San Antonio, TX.

 
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