$35MM AUM | $300,000 GDC in Miami, FL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Location
Miami, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
200
Avg Client Age
60
Overview

Financial planning firm specializing in working with people that are retired or about to retire.

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