$60MM AUM | $300,000 GDC in Gladstone, MO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Gladstone, MO, US
Fee 0% Commission 100%
$300,000
Gross Revenue
1,200
# of Accounts
65
Avg Client Age
Overview

We are a tax and investment planning firm that is looking to add clients, investment advisors, and enter into succession planning strategies.

Extended Profile Information

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