$600,000 AUM | $2.8MM GDC in Daniel Island, SC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Daniel Island , SC, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,800,000.00
# of Accounts
3,000
Avg Client Age
45
Overview

Independent Financial Planning firm looking to acquire books of business.

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