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Financial Advisor   

$750MM AUM | $2MM GDC in Bridgehampton, NY

Member Level
Basic
Last Activity
2 weeks

Business Mix:

5% Comm
95% Fee

General

Location
Bridgehampton , NY, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
700
Avg Client Age
45

Overview

Independent wealth advisory firm seeking inorganic growth opportunities

 
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