$7MM AUM | $50,000 GDC in Seattle, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Seattle, WA, US
Fee 0% Commission 100%
Gross Revenue
$50,000
# of Accounts
7
Avg Client Age
40
Overview

I primarily focus on qualified plans. I am looking to acquire plans from advisors looking to retire or sell their book of business.

Extended Profile Information

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