$100MM AUM | $650,000 GDC in Brazosport, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Brazosport, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
500
Avg Client Age
65
Overview

Independent retirement planning and wealth management firm with a desire to expand its retirement plans business.

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