$95MM AUM | $700,000 GDC in Southport, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Southport, CT, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# of Accounts
800
Avg Client Age
57
Overview

I am a CFP, run a financial planning practice. Focus on retirement planning. Looking to acquire a practice(s) on this site.

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