$5MM AUM | $50,000 GDC in Honolulu, HI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Honolulu, HI, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
50
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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