$30MM AUM | $400,000 GDC in Farmington, CT

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Farmington, CT, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
50
Avg Client Age
50
Overview

We do financial planning as related to what-if scenarios for the demographic 25-50.

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