$70MM AUM | $500,000 GDC in Edmond, OK

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Edmond, OK, US
Fee 0% Commission 100%
$500,000
Gross Revenue
250
# of Accounts
64
Avg Client Age
Overview

A 25 year old advisory practice with one CFP, utilizing a proprietary Values-Based approach. Looking to grow our firm and improve the lives of the families we serve.

Extended Profile Information

Loading...