$24MM AUM | $146,532 GDC in Stevens Point, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Stevens Point, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$24,100,000.00
Gross Revenue
$146,532.00
# of Accounts
234
Avg Client Age
59
Overview

I am looking to expand my practice. I have never worked with this type of service before so I am still exploring options.

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