$40MM AUM | $50 GDC in Clearwater, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Clearwater, FL, US
Fee 0% Commission 100%
$50
Gross Revenue
500
# of Accounts
65
Avg Client Age
Overview

North Clearwater financial planning firm with robust tax preparation practice seeks to add managed money AUM.

Extended Profile Information

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