$450,000 AUM | $4.2MM GDC in Provo, UT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Provo, UT, US
Fee 0% Commission 100%
Gross Revenue
$4,200,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Successful senior advisor, part of a large team that is looking to potentially buy the practice of a successful advisor who may be looking to retire.

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