$550MM AUM | $4.5MM GDC in Palm Desert, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Palm Desert, CA, US
Fee 0% Commission 100%
Gross Revenue
$4,500,000
# of Accounts
400
Avg Client Age
70
Overview

We are a successful advisory firm that is looking to purchase a book of business.

Extended Profile Information

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