$215,000 AUM | $461,000 GDC in Orlando, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Orlando, FL, US
Fee 0% Commission 100%
Gross Revenue
$461,000.00
# of Accounts
363
Avg Client Age
61
Overview

I have a Financial Planning Practice for individuals along with a focused concentration of 401ks and pension plans. I am hoping to identify other practices that I could acquire and integrate into my practice.

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