$300MM AUM | $4MM GDC in Norwalk, CT

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Norwalk, CT, US
Fee 0% Commission 100%
Gross Revenue
$4,000,000
# of Accounts
1,500
Avg Client Age
50
Overview

I put together succession plans for FAs.

Extended Profile Information

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