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Financial Advisor   

$20MM AUM | $120,000 GDC in Northampton, MA

Member Level
Basic
Last Activity
this month

Business Mix:

20% Comm
80% Fee

General

Location
Northampton, MA, US
12 Month Gross Revenue
$120,000
Number of Accounts
500
Avg Client Age
55

Overview

I am a sole practitioner CFP. I am accessing this site to gain some understanding of the market for financial planning firms.

 
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