Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Honolulu, HI, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

We are a financial management and investment services company located in Honolulu, Hawaii. We are looking to grow our business by purchasing or partnering with like minded advisors. We have the infrastructure and operations workflow to support other independent advisors at any stage of their career.

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