$91MM AUM | $653,000 GDC in Lawrence, KS

Market
Advisor
Member Level
Lite
Last Activity
this week
General
Location
Lawrence, KS, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$653,000.00
# of Accounts
880
Avg Client Age
64
Overview

We provide retirement planning, investment planning and portfolio management services. We expanding our company through internal growth and external acquisition.

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