$75MM AUM | $625,000 GDC in Port St Lucie, FL

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Port St Lucie, FL, US
Fee 0% Commission 100%
$625,000
Gross Revenue
200
# of Accounts
65
Avg Client Age
Overview

We are a financial planning firm looking to grow through acquisition or a possible merge with another firm.

Extended Profile Information

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