$11MM AUM | $68,000 GDC in Phoenix, AZ

LISTING SOLD

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Seller
Location
Phoenix, AZ, US
Fee 0% Commission 100%
Gross Revenue
$68,000
# of Accounts
430
Avg Client Age
58
Overview

Looking to retire this year and find buyer before October. Clear through Pershing. Will work with buyer for a period of time to assist with transition.

Extended Profile Information

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