Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Peachtree Corners, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$56,000,000.00
Gross Revenue
$650,000.00
# of Accounts
400
Avg Client Age
65
Overview

I have a robust financial planning business that is well organized and systemized with strong support staff and I would like to add a practice or portions of several practices to mine.

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