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Financial Advisor   

$100MM AUM | $400,000 GDC in Minneapolis, MN

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Minneapolis, MN, US
12 Month Gross Revenue
$400,000
Number of Accounts
250
Avg Client Age
45

Overview

I have a full service, financial consulting business in which we provide comprehensive financial planning. I am looking to purchase a business that consists of less than 100 clients, with assets under management of $50Mill.

 
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