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Financial Advisor   

$10MM AUM | $110,000 GDC in Boise, ID

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Boise, ID, US
12 Month Gross Revenue
$110,000
Number of Accounts
60
Avg Client Age
55

Overview

Running a practice of 10,000,000 AUM generating 110K annually. I recently acquired my CFP and I am looking for a merging opportunity or succession plan in Boise ID.

 
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