Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Roseville, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
500
Avg Client Age
60
Overview

I manage the wealth management business in a geographic region for Morgan Stanley. I have advisors that are looking to strategically acquire financial planning/wealth management practices.

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