$40MM AUM | $350,000 GDC in Honolulu, HI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Honolulu, HI, US
Fee 0% Commission 100%
Gross Revenue
$350,000
# of Accounts
240
Avg Client Age
55
Overview

Fast growing local firm actively pursuing acquisition opportunities.
We focus on financial planning for a fee & wrap fee investment accounts as well as manage 401(k) plans. We also write multiple carriers for Life/LTC/DI policies to provide solutions for our planning clients.

Extended Profile Information

Loading...