$100MM AUM | $850,000 GDC in Broadview Hts, OH

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Broadview Hts, OH, US
Fee 0% Commission 100%
$850,000
Gross Revenue
3,000
# of Accounts
56
Avg Client Age
Overview

Specializing in NQ deferred compensation through institutional insurance and wealth management. Main goal is to acquire a practice.

Extended Profile Information

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