$63MM AUM | $413,112 GDC in Meridian, ID

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Meridian, ID, US
Fee 0% Commission 100%
Gross Revenue
$413,112.00
# of Accounts
187
Avg Client Age
55
Overview

Individual Wealth Manager. Asset Managers, some Annuities, and Life. Looking to acquire other practices in the NW.

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