$55MM AUM | $550,000 GDC in Holland, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Holland, MI, US
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
328
Avg Client Age
58
Overview

About 55 aum. Individuals, small businesses. Avg $300-$500. Looking to add advisors and increase aum. Part of business succession.

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