$70MM AUM | $815,000 GDC in Reno, NV

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Reno, NV, US
Fee 0% Commission 100%
Gross Revenue
$815,000
# of Accounts
180
Avg Client Age
65
Overview

We specialize in retirement planning with onsite wealth management and an estate planning attorney on site. Two separate and distinct business' with a common goal of addressing the needs of our clients in retirement.

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