$38MM AUM | $530,000 GDC in Los Gatos, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Los Gatos, CA, US
Fee 0% Commission 100%
$530,000
Gross Revenue
350
# of Accounts
58
Avg Client Age
Overview

In business for 28 years both in the financial services and tax preparation business. We are looking to grow our business through acquisitions and internal growth.

Extended Profile Information

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