$40MM AUM | $300 GDC in Nashville, TN

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Nashville, TN, US
Fee 0% Commission 100%
$300
Gross Revenue
100
# of Accounts
62
Avg Client Age
Overview

Wealth management and financial planning. We have a very competent financial planning department Looking for smaller books to acquire in order to offer our services and further grow our practice.

Extended Profile Information

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