$80MM AUM | $400 GDC in Tulsa, OK

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Tulsa, OK, US
Fee 0% Commission 100%
Gross Revenue
$400.00
# of Accounts
200
Avg Client Age
65
Overview

Discretionary managed business with some straight commission business. Looking to find a merger or succession person (eventually)

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