$5MM AUM | $50,000 GDC in Spokane, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Spokane, WA, US
Fee 0% Commission 100%
$50,000
Gross Revenue
50
# of Accounts
60
Avg Client Age
Overview

I am looking to buy a practice to build up my AUM. I'd like to have the opportunity to meet new client needs and help my clients as much as possible and to take new clients with different needs under by wing. I am an RICP and enjoy retirement planning and found it to be incredibly helpful to clients.

Extended Profile Information

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