$93MM AUM | $630,000 GDC in Cody, WY

Temporarily closed to new inquiries.

This member is currently researching and engaging existing inquiries.
Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Seller | Succession
Location
Cody, WY, US
Fee 0% Commission 100%
Gross Revenue
$630,000
# of Accounts
450
Avg Client Age
60
Overview

Fee based asset management, satellite office in Montana.
Successor to have at least 10 years of experience in the business.

Extended Profile Information

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