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Financial Advisor

$5MM AUM | $50,000 GDC in Jupiter, FL

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Jupiter, FL, US
12 Month Gross Revenue
$50,000
Number of Accounts
3
Avg Client Age
70

Overview

Fee-only RIA and looking to grow organically (add advisors) or via acquisitions.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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