$56MM AUM | $525,000 GDC in Prescott, AZ

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Prescott, AZ, US
Fee 0% Commission 100%
Gross Revenue
$525,000
# of Accounts
225
Avg Client Age
68
Overview

95% fee based - hands on investment management. Pershing programs.

Want to buy a book of business between $10,000,000 and $60,000,000

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