$70MM AUM | $250,000 GDC in Raleigh, NC

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Raleigh , NC, US
Fee 0% Commission 100%
$250,000
Gross Revenue
350
# of Accounts
60
Avg Client Age
Overview

Primary work with mutual funds and annuities for clients. Approx $70 MM AUM. Hoping to expand my practice and revenue stream through acquisition on this site.

Extended Profile Information

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