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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Boise, ID, US
Fee 0% Commission 100%
Gross Revenue
$110,000
# 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.

Extended Profile Information

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