$3.3MM AUM | $40,000 GDC in Bend, OR

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Bend, OR, US
Fee 0% Commission 100%
$40,000
Gross Revenue
30
# of Accounts
60
Avg Client Age
Overview

Fee only investment management and financial planning firm seeking growth in AUM.

Extended Profile Information

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