$2.1MM AUM | $15,000 GDC in Kansas City, MO

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Kansas City, MO, US
Fee 0% Commission 100%
Gross Revenue
$15,000
# of Accounts
5
Avg Client Age
61
Overview

CFP with an Advisory business looking to acquire a book of a transitioning advisor.

Extended Profile Information

Loading...