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Financial Advisor   

$5MM AUM | $100,000 GDC in Mystic, CT

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
Mystic, CT, US
12 Month Gross Revenue
$100,000
Number of Accounts
10
Avg Client Age
55

Overview

My business has been built on managed money and advisory assets. I am looking to buy a business with loyal clients and work with the existing advisory to transition the business successfully.

 
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