$59MM AUM | $387,000 GDC in Aurora, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Aurora, IN, US
Fee 0% Commission 100%
$387,000
Gross Revenue
690
# of Accounts
46
Avg Client Age
Overview

I have a 40% fee based business focused on managed accounts and employer retirement plans that I would like to grow. I am looking to add a small to medium sized fee based book to my practice.

Extended Profile Information

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