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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Merge
Location
Honolulu, HI, US
Fee 0% Commission 100%
Gross Revenue
$250,000
# 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

Extended Profile Information

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