$50MM AUM | $600,000 GDC in Seattle, WA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Seattle, WA, US
Fee 0% Commission 100%
Gross Revenue
$600,000
# of Accounts
150
Avg Client Age
50
Overview

Financial planning and wealth management for professionals, executives, and business owners. 401k business. Looking to purchase asset management and 401k books of business in Washington State

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