$50MM AUM | $198 GDC in Cedar Rapids, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Cedar Rapids, IA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$198.00
# of Accounts
300
Avg Client Age
55
Overview

Moving towards fee business currently 20% of book in that category remaining is transactional

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