$35MM AUM | $360,000 GDC in Whitefish, MT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Whitefish, MT, US
Fee 0% Commission 100%
$360,000
Gross Revenue
200
# of Accounts
62
Avg Client Age
Overview

manage approx. $35mm. 60 % fee based. Looking to expand to Austin TX area. cedar park?

Extended Profile Information

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