$44MM AUM | $111,000 GDC in South Bend, IN

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Merge | Continuity
Location
South Bend, IN, US
Fee 0% Commission 100%
Gross Revenue
$111,000
# of Accounts
220
Avg Client Age
22
Overview

tax and investments, with strong emphasis on consulting with small businesses and their owners.
Would consider partnering to grow assets and tax practice.

Extended Profile Information

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