$78MM AUM | $860,000 GDC in Clive, IA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Clive, IA, US
Fee 0% Commission 100%
Gross Revenue
$860,000.00
# of Accounts
800
Avg Client Age
52
Overview

Financial planning practice with 150 planning clients, 460 clients, 100,000,000 book of business value. Looking to grow my practice through acquiring other practices.

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