$275MM AUM | $1.9MM GDC in South Burlington, VT

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
South Burlington, VT, US
Listing Type
Buyer | Find Successor
Fee 0% Commission 100%
Gross Revenue
$1,950,000.00
# of Accounts
450
Avg Client Age
65
Overview

expand in more markets, have the ability to plan for families and small business owners. We are advocates for individuals, families, and small businesses owner by creating financial literacy. We have a focus on women in transition .

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