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Financial Advisor

$90MM AUM | $250,000 GDC in Honolulu, HI

Member Level
Premier
Last Activity
within 2 months

Business Mix:

70% Comm
30% Fee

General

Location
Honolulu, HI, US
12 Month Gross Revenue
$250,000
Number of Accounts
200
Avg Client Age
60

Overview

I am looking for opportunity to merger an old practice (someone looking to not just sell, but continue for at least 3 years) into our existing practice. I already have a 65year old partner and Have blending and retained 100% of his clients

 
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