Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Holland, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$60,000.00
# of Accounts
140
Avg Client Age
60
Overview

I currently own a small accounting practice in Holland PA and am looking to acquire a small investment practice to generate year round revenue via managed accounts and other recurring annual fee investments

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