$65MM AUM | $100,000 GDC in Brea, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Brea, CA, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
130
Avg Client Age
70
Overview

I am considering moving to a new B/D for purposes of merging with a retiring FA. I am looking for book valuation and assistance with constructing the partnership agreement.

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