$20MM AUM | $400,000 GDC in South Jordan, UT

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
South Jordan, UT, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
250
Avg Client Age
55
Overview

Independent Financial Planning. Looking to purchase another practice

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