$150MM AUM | $350,000 GDC in Las Vegas, NV

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Las Vegas, NV, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$350,000.00
# of Accounts
250
Avg Client Age
55
Overview

We are looking to acquire a competitive book of business consisting of Corporate Retirement Plans / Defined Contribution Plans.

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