$25MM AUM | $180,000 GDC in Bonita Springs, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Bonita Springs, FL, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$180,000.00
# of Accounts
80
Avg Client Age
67
Overview

I'm a CFP and believe in planning leading Investment management

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