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Financial Advisor   

$75MM AUM | $750,000 GDC in Suwanee, GA

Member Level
Basic
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Suwanee, GA, US
12 Month Gross Revenue
$750,000
Number of Accounts
350
Avg Client Age
58

Overview

We are a boutique wealth management and asset protection firm. We would selectively entertain strategic growth opportunities.

 
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