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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Holland, MI, US
12 Month Gross Revenue
$550,000
Number 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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