$15MM AUM | $200,000 GDC in Hutchinson, KS

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Hutchinson, KS, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
50
Overview

CFP Planning business comprised mainly of managed fee accounts.

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