$22MM AUM | $365,000 GDC in Bloomington, MN

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Bloomington, MN, US
Fee 0% Commission 100%
Gross Revenue
$365,000.00
# of Accounts
45
Avg Client Age
55
Overview

Interested in doubling the size of my practice through acquisition. As a boutique firm, customer service and comprehensive financial planning has been the key to success.

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