Overview

Currently work with a team that has over $260 million AUM and just over $2 million GDC. Considering adding to practice through acquisition. Team has over 80 years combined experience, 5 licensed individuals ranging from early 30s to 60s, including 3 CFP® professionals. Plenty of capacity to take on additional clients due to staff, systems and processes.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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